Call Attributes
You can define categories of information related to a call such as User reference or User phone. Analysts can access and record information in these categories from the Call Details window by selecting the Attributes explorer option.
For example, if you create a ‘User Reference’ attribute, analysts can add the reference number(s).
When you create an attribute, the related call table is updated with the attribute field. When an analyst adds values for a call attribute, the tables are updated with the attribute values.
Creating Attributes
Before you start
You must have IPK Set Up selected in the Admin tab of your General Access Security Role to configure the IPK management settings.
As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.
This option will only display if the Attributes option is checked in the System Settings window.
Select ≡ > Admin > System Administration.
The System Administration window appears.
In the Explorer pane, expand IPK Management.
Select Call Attributes to open the window. Existing call attributes are displayed. (Select an attribute in Tier 1 to see any lower tiered attributes associated with it.)
Select Add for the first tier.
A new field is added to the list.
Type the attribute name into the field.
To add lower tiers for the first tier, select the value in the Tier 1 table, and select Add in the Tier 2 table. Type the attribute name for into the field.
Repeat to add more attribute values.
Save the changes.
Provide the Change Reasons if prompted to do so.
Renaming Attributes
Select ≡ > Admin > System Administration.
The System Administration window appears.
In the Explorer pane, expand IPK Management.
Select Call Attributes to open the window. Existing call attributes are displayed. (Select an attribute in Tier 1 to see any lower tiered attributes associated with it.)
To rename an entry, select the attribute and type the new name.
Save the changes. Provide the Change Reasons if prompted to do so.
Deleting Attributes
Before you start
You must have IPK Set Up selected in the Admin tab of your General Access Security Role to configure the IPK management settings.
As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.
This option will only display if the Attributes option is checked in the System Settings window.
If you delete an existing attribute, any details already defined for that category by the Analyst will be retained. However, they will not be able to define any more. You cannot restore a deleted attribute.
Select ≡ > Admin > System Administration.
The System Administration window appears.
In the Explorer pane, expand IPK Management.
Select Call Attributes to open the window. Existing call attributes are displayed. (Select an attribute in Tier 1 to see any lower tiered attributes associated with it.)
Select an attribute and select Delete.
Save the changes. Provide the Change Reasons if prompted to do so.
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