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CRM_CIC_028 - Define Call List Profiles

CRM_CIC_028 - Define Call List Profiles

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The call list workspace component displays lists of telephone calls to be made. It enables an agent to pick a call and dial the telephone number of the associated business partner.

In this step you define and maintain a profile describing settings for the call list component. Settings include:

  • Call button: This flag makes a Make Call button available in the call list component. The Make Call button is used to initiate an outbound phone call for a call list item. If you leave this flag blank, you must initiate the call via double-click on the call list entry log by using the Next or Previous button.

  • Workspace: In this field you specify another workspace component that must be brought into focus as soon as a business partner to be called is reached.

The Text field is used to associate a text to the call list profile. This text is not displayed anywhere in the Interaction Center (IC) WinClient.

For example, you can specify that the sales order workspace component should be brought into focus. Whenever the agent makes a successful call to a business partner, the sales order will be visible and ready to work with.

To be able to bring another workspace component into focus, there must be call in your action box profile for that workspace component.

Create a new entry if there is not already a profile that fits your needs.






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