Accounts Config Help

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.

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.

To design an account view:

1. In the Accounts Config window, on the Views tab, click the Views subtab, and then double-click the row displaying the account view.
   The Design subtab appears.

2. Specify values on the subtabs as described in the following table.
   

   Subtab	Description
   Filter Criteria	This subtab enables you to define the criteria for filtering the accounts when the account view is selected. Specify those values in the fields based on which you want the accounts to be filtered. For example, if you select the Unassigned checkbox, when the current account view is selected, only unassigned accounts appear in the account table.
   Fields to Display	This subtab enables you to define which columns appear in the account table when the account view is selected. The items in the Selected section represent the columns that appear in the account table. The order in which the items appear in the Selected section represents the order in which they appear as columns in the account table. To display additional columns in the account table, in the Available section, select the names of those columns, and then click the right arrow icon . To hide certain columns from the account table, in the Selected section, select the names of those columns, and then click the left arrow icon . To modify the position of a column in the account table, in the Selected section, drag the name of that column to the position you want within the Selected section. You can revert all your changes by clicking the reset icon .
   Restrict Editors	This subtab enables you to define who can modify the account view. By default, the account view can be modified by anyone. If you want the account view to be modifiable to only certain users, in the Available section, select their names, and then click the right arrow icon . If you do not want the account view to be modifiable to the selected users, in the Selected section, select their names, and then click the left arrow icon . You can revert all your changes by clicking the reset icon .
   Restrict Visibility	This subtab enables you to define who can view the account view. By default, the account view is visible to everyone. If you want the account view to be visible to only certain users, agent teams, and agents, select the Users, Teams, or Agents option, select their names in the Available section, and then click the right arrow icon . Users: This option indicates that the account view is visible to only the selected users. Users include those who can access the LiveVox Portal (for example, a manager). Teams: This option indicates that the account view is visible to only the selected agent teams. Agents: This option indicates that the account view is visible to only the selected agents. If you do not want the account view to be visible to the selected users, teams, or agents, in the Selected section, select their names, and then click the left arrow icon . You can restrict visibility across users, teams, and agents. That is, when defining the visibility of the account view, you can use one or all of the options (Users, Teams, and Agents), one after another. For example, you can make the account view visible to a user, to an agent team, and to an agent. You can revert all your changes by clicking the reset icon .

   
   

   The Summary section on the Design subtab displays the changes that you make on each of its subtabs, in real time.

3. Click Save.
   The account view is designed.

   In the Accounts Config window, on the Views tab, on the Views subtab, you can:

   • Preview an account view by double-clicking the row displaying the view and then clicking the Preview tab.
   • Modify the design of an account view by double-clicking the row displaying the view.
   • View a summary of all changes made to an account view by double-clicking the row displaying the view and then clicking the Change History tab.
   • Filter the account views by entering in the Filter box the text (name or description) based on which you want to filter the views.

To modify, copy or delete an account view, in the Accounts Config window, on the Views subtab (on the Views tab), click the row displaying the account view, and then click Edit, Copy, or Delete.

If you want an account that already exists in LiveVox to be overwritten when the same account is uploaded to LiveVox, in the General section, select the Bulk Account Upload checkbox. Otherwise, clear the checkbox.

You can define the options that appear in the Type field of an account by creating account types. Each of the account types that you create is displayed as an option in the Type field of an account.

To create an account type:

1. On the Settings tab, in the Types section, click New.
   The New window appears.
2. In the Please enter type name field, enter a name for the type, and then click Save.
   The type is created, and it appears in the Types section. This type appears as an option in the Type field of an account.

You can define the options that appear in the Classification field of an account by creating account classifications (for example, Gold, Platinum, or Silver). Each of the account classifications that you create is displayed as an option in the Classification field of an account.

To create an account classification:

1. On the Settings tab, in the Classifications section, click New.
   The New window appears.
2. In the Please enter classification name field, enter a name for the classification, and then click Save.
   The classification is created, and it appears in the Classifications section. This classification appears as an option in the Classification field of an account.