Overview

Client toolbars are used to create and assign toolbars to Phone Manager Desktop client users. These toolbars can be configured with the following items:

• Buttons -> Configurable buttons that are available to perform predefined common actions such as PBX features or speed dials.
• Wallboard Tiles -> Displays Agent based statistics about the currently logged in agent.

 Multiple toolbars can be created with varying amounts of buttons, a button can have custom labels and colors to highlight or categorize specific types of actions, for example:

 

If a user has any toolbars assigned then they can open them using the toolbar icon from the main window in Phone Manager. If they have more than one toolbar assigned then a drop down window will be displayed when the click the button and they can select the toolbar to open.

 

Licensing

There are multiple licenses on the system that control the functionality available on a toolbar.

Toolbar Access (Phone Manager Desktop Professional / Team Leader)

To have access to use a toolbar, the user must have either a Phone Manager Professional or Team Leader license. Toolbars are not available to Phone Manager Outlook (or standard) users.

 

Personal Wallboard Access (ACD Reporting Licenses)

In addition to the requirement of running a Phone Manager Professional or Team Leader license, to view wallboard tiles configured on a toolbar, the user must have an ACD Reporting license.

Editing a Toolbar

To create or edit a toolbar:

1. Access the '' -> Features -> Phone Manager -> Client Toolbars section. 
2. Click on New or select the toolbar and click Edit.
3. Select the Details tab.
4. Enter a Name that is used to identify this toolbar to the Phone Manager users.
5. Enter a Description to detail what this toolbar is for
6. Modify the Buttons and/or Wallboard tiles as required.
7. Select the Users tab and click Add (this will display the Business Units view). Select individual users that will have access to this toolbar.
   Hold down the CTRL key to select multiple individuals.
8. Click Add
9. Then click on Save to complete the process.

 Toolbar Details

The following options are available for each toolbar:

Layout Style

Defines in which order the toolbar should display buttons/wallboard tiles or whether it will only display one or the other.

 

Always on Top

Controls whether the toolbar should display on top of other windows. This is a useful setting when the toolbar is not being docked. If not configured centrally, the user can configure this locally on the client.

 

Docking

Defines whether the toolbar should dock to the primary screen. If not configured centrally, the user can configure this locally on the client.

 

Editing Toolbar Buttons

If the layout of a toolbar has been selected to include buttons, the 'Buttons' tab will be available.

The '+' icon underneath the list box on the left hand side can be used to add a button to the toolbar. To edit an existing button, left-click on the button in the list on the left then press the 'Edit' button in the details pane on the right.

Each button added has the following options:

 

Label

This will be displayed on the button to inform the user what action the button performs.

Action

Selection an action for the button to perform from the available list. For a list of available actions, please refer to the Button Actions section.

Background Color

Select the color that will be used for the button's background.

Text Color

Select the color that will be used for the button's label.

 

Once the button has been configured, the 'Save' button can be used to apply it to the toolbar. Repeat the steps above for all buttons required.

Other options:

'x' - Delete a button from the toolbar.

'^' - Re-order buttons

 

Editing Wallboard Tiles 

If the layout of a toolbar has been selected to include statistics, the 'Wallboard' tab will be available.

The '+' icon underneath the list box on the left side can be used to add a tile to the toolbar. To edit an existing tile, left-click on the tile in the list on the left then press the 'Edit' button in the details pane on the right.

Each tile added has the following options: 

Label

This will be displayed on the tile to inform the user what statistic is displayed on the tile. The label is automatically set when the statistic field is selected.

Statistics Field

Select the statistic field to be displayed on the tile from the available list.

For information on the statistics that can be viewed on a personal wallboard tile, please refer to the Personal Wallboard section.

Background Color

Select the color that will be used for the tile's background.

Text Color

Select the color that will be used for the tile's text.

 

Once the tile has been configured, the 'Save' tile can be used to apply it to the toolbar. Repeat the steps above for all tiles required.

Other options:

'x' - Delete a tile from the toolbar.

'^' - Re-order tiles

 

Wallboard Tile Alarms

Where the statistic is displaying a numerical value, one or more alarms can be configured on a tile to perform one of the following actions:

• Flash the tile
• Change the background color
• Change the text color

Each alarm configured has the following options:

 

Operator

Select how the statistic will be evaluated against the value provided, greater than (>), less then (<), equal to (=) or between.

Value

The value against which the alarm will compare the statistic currently displaying on the tile.

Actions

One or more actions that should be performed if the statistic matches the configured alarm's settings.