Setup Client: How to Validate before Deployment

How to Validate before Deployment: The Setup client now performs error checking before every deployment.  The validate button must be selected first before deploying any changes.  This helps to ensure that there are no errors in the changes of the setup before rolling out to production. When making any changes within the Setup client, the […]

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ECS Setup Portal: Staffing – Agent Management via Bulk Upload

Agent Management via Bulk Upload Agent management via bulk upload allows for the creation and modification of one or multiple agents including skills, passwords, load allowance and agent characteristics within the staffing tab of the Setup Client.  The bulk upload also allows for the creation and assignment of new skills without needing to first add […]

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ECS Setup Portal: Business Structure – Staffing

Business Structure: Staffing The Staffing page allows for the management over which agents and supervisors are currently joined/supervising a Business Process as well as the creation of Agent teams. Agents: Agents in the left hand column represent all agents currently assigned and joined to the Business Process.  All agents in the right hand column are […]

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ECS Setup Portal: Business Structure – CRM

Business Structure: CRM The ECS CRM is a contact management system that allows agents and supervisors to add and manage new and existing contacts. Default Template The default template is used for a contact search or contact upload.  Ensure specific Custom Field Names are not editable in the default template if agents should not have […]

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