Custom Call Profiles

Custom Call Profiles are types of call extensions, that is, additional fields used by analysts to record non-standard information on the Call Details window.

Custom Profiles are largely superseded by the enhanced functionality of the ASM Designer in ASM Core.

The Profile 1, 2, 3, and 4 fields appear as drop-down lists on Call Details windows configured in the ASM Designer. To appear on configured call details windows, these fields should have been added to the window (usually under a different name) when editing the screen in the ASM Designer.

Creating a Custom Call Profile Value

Before you start

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.

Ensure you are in the correct partition before applying the settings.

You must have IPK Setup selected in the Admin tab of your General Access Security Role in order to configure any IPK administration settings.

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Custom Call Profile 1, Custom Call Profile 2, Custom Call Profile 3, or Custom Call Profile 4, depending on which Call Profile you wish to configure. The window displaying the values for that profile will be displayed.

3. Select the Plus icon. A new row is inserted in the browse table.

4. Type the value you want to define for this profile.

5. Repeat these steps for each additional value you want to define.

6. Save the changes. Provide the Change Reasons if prompted to do so.

Custom Call Profile fields are not immediately visible on the Call Details screens. They must be added by configuring the screen in ASM Designer.

Renaming a Custom Call Profile Value

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Custom Call Profile 1, Custom Call Profile 2, Custom Call Profile 3, or Custom Call Profile 4, depending on which Call Profile you wish to configure. The window displaying the values for that profile will be displayed.

3. Select the Custom Call Profile value you want to rename and type the new Name to overwrite the previous one.

4. Save the changes. Provide the Change Reasons if prompted to do so.

Deleting a Custom Call Profile Value

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Custom Call Profile 1, Custom Call Profile 2, Custom Call Profile 3, or Custom Call Profile 4, depending on which Call Profile you wish to configure. The window displaying the values for that profile will be displayed.

3. Select the Custom Call Profile value that you want to delete.

4. Select the delete icon. If you attempt to delete the system default, you will receive a warning message.

5. Save the changes. Provide the Change Reasons if prompted to do so.