U17 Pop-Out Help

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The Accounts Config window enables you to define the filtering, settings, Service Level Agreements (SLAs), and screen display for accounts.

Views

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titleAccount View

An account view is a filter for displaying the accounts that meet predefined criteria in a customized table. Account views are intended to help you and your agents to easily segment, find, track, prioritize, or manage accounts, without the need to manually search for a specific set of accounts.

You can define an account view based on the properties of an account. In addition, you can define who can view or modify an account view.

Info
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Account views appear as options in the Select a predefined view field in:

  • The Accounts window that appears when you click Account > Accounts on the Configure tab. 
  • On the Accounts tab (when viewing the account list) in the window that appears when you click Ticketing > Tickets on the Configure tab.

For agents and agent teams, the account views appear as options in the Select a predefined view field in the Accounts List section on the agent desktop.


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titleCreating an Account View

To create an account view:

  1. In the Accounts Config window, on the Views tab, click the Views subtab, and then click New.
    The New Search View window appears.

  2. In the Name field, enter a name that identifies the account view throughout the LiveVox Portal and the agent desktop.

  3. Optional: In the Description field, enter a description of the account view.

  4. Click Save.
    The account view is created and is available on the Views subtab. The Design tab appears to enable you to design the view.

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titleNext Step

Design the account view.


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