Home   /   Cases   /   Cases Display

Cases Display

Posted on by wikiagent

Display is used to create specific views of the Cases Listing. Users can set a maximum of 5 displays, choosing from the available fields and apply them to the listing as needed.

  1. Sign in to AgentFront CRM
  2. From the top menu, choose CASES
  3. Cases list will open by default
  4. Click the Display icon in the top right corner
  5. A new pop-up window named ‘Display’ will open
  6. Existing displays will be listed under Saved Displays
  7. There is an Add Display link with (+) icon on top of the page
  8. Also, there are options to View (), Edit () and Delete () the existing display for each one, to view those options hover over the display name; the system will display the View (), Edit (), and Delete () options

Add Display

  1. Click on ‘Add Display‘ to add a new display to the system. (Maximum 5 displays can be created)
  2. A new page will open, select the fields from group according to the requirements and click on Next. (Maximum 15 fields can be selected)
  3. Next Page: Add Display – Selected Fields
    • Arrange Sequence: Arrange the fields sequence for display
    • Enter Display Name: Enter the clear, descriptive name. This is what users can identify the purpose of the Display
    • ‘Save & Apply’ and ‘Save’ options are available. The Save option creates the display only, while Save & Apply saves the display and will apply it to the list
    • Click the Save & Apply
  4. The new display will be saved in the system and applied to the listing

View Display

  1. To view the existing display, select the display and click ‘View Display’ () from the available options

Apply Display

  1. To apply the display from existing display, select the display and click ‘Apply’ button

Reset Display

  1. If any display is already applied to the listing and user wants to reset the display (System Generated – Default Display) click the ‘Default Display’ link

Edit Display

  1. To update the existing display, select the display and click ‘Edit Display’ () from the available options

Delete Display

  1. To delete any existing display, select the display and click ‘Delete Display’ () from the available options
  2. The system will ask for confirmation. Click Delete to proceed
0
0