To view existing agents, navigate to the Agents section by selecting Configure > Agents > Agents from the navigation panel.
- Agent fields are listed on the General tab while dialing service assignments are available on the Agent Mapping tab.
Use the cog icon in the upper right corner of the Agents editor to customize the column display.
- Click the cog icon to open the Customize Column window.
- Use the checkbox to select the field you want to be displayed and uncheck those that should be hidden. Use the Select All checkbox to select all the fields.
- Re-sequence the fields by selecting a field and moving it up or down using the appropriate arrows.
- Choose which field to use for ordering the displayed information from the Sort Order drop-down.
- If you prefer ascending order, select the Ascending checkbox.
- Click Ok to update the view.
For more information about the Agent fields, see the Agent Fields page. - You can sort the displayed data by criteria in ascending or descending order by clicking on the criteria (field) name.
- You can include only select data using a text entry in the Search tool or by using the Filter menu. Options available under Filter as below:
| Filter | Description |
|---|
| Active | Agents with a check in the Active box (can sign in). |
| All | Every agent regardless of active/inactive/locked status. |
| Inactive | Agents without a check in the Active box (CANNOT sign in). |
| Locked | Agents that entered too many incorrect passwords (5 is the default) on the site's configured limit (CANNOT sign in). |
| Agent Team | Agents assigned to a specific agent team. |