When you have configured Connect, you can optionally further customize your installation by configuring some or all of the following advanced features. For information about the essential configuration steps for Connect, see Configuring Connect.
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If you want to customize your installation beyond the features described, you must proceed with caution. Some changes can stop ContactWorld working as intended. |
Custom settings
To configure some of the optional features, you must configure some custom settings. These optional features are indicated by an asterisk (*). For information about configuring custom settings, see Creating or editing custom settings for Connect.
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To configure the callback number presented to the person an agent is calling, you must create an Apex class that implements the NVMContactWorld.ISelectPresentedClid interface. For information about this feature, see Automating callback numbers in Connect.
Configure
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Installing Connect provides a default list of disposition codes. You can add new disposition codes to this list. For information about adding disposition codes, see Configuring disposition codes for ContactWorld in Salesforce.
Configure dynamic Dial List settings*
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If you have upgraded Connect and cannot see certain custom fields in Dial List records and list views, you need to add the custom fields to page layouts and list views. For information about adding the fields, see Making Connect information visible on page layouts and list views.
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