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When you install version 3.0 or later of Connect, you will have a new home page component in your organisation. You must make this component available to enable agents to make calls to dial entries assigned to them. For information about adding Connect to your home page, see Adding Connect to your home page.

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Using Connect, you can upload a Dial List from a CSV file or create a Dial List from a report. To use these features, you must add two buttons to the Dial List Lists View. For information about adding the buttons, see Adding a custom button to a Dial List view.

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 Set up users, permissions and sharing rules

For supervisors and agents to fulfill their tasks in Connect, you must give them the correct access. For information about the access they require, see Setting up users, permissions and sharing rules.

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8. Enable agents to use Connect

For information about enabling agents to use Connect, see Enabling an agent to use Connect.

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You can optionally further customize your installation of ContactWorld for your organization by configuring the following features.

Image RemovedConfigure disposition codes (call actions)

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 (call actions).

Image RemovedConfigure dynamic Dial List settings

If dynamic Dial Lists are enabled for your account, you can configure the number of Dial Entries that Connect creates and how often Connect refreshes Dial Lists. For information configuring dynamic Dial List settings, see Configuring dynamic Dial Lists.

Image RemovedRemove the Clone button

If you are using Dial List and Dial List Entry page layouts that have a Clone button, the Clone button is redundant. For information about removing the clone button, see Removing the Clone button.

Image RemovedAutomate callback numbers

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.

Image RemovedAdd phone fields to Dial List picklists

To make a new phone field available in the phone picklists when you create a new Dial List, you must add the new phone fields to the Create New Dial List or Create New List page. For information about this feature, see Adding a phone field to picklists for new Dial Lists.

Image RemovedMake Connect information visible on page layouts and list views

If you have upgraded Connect and cannot see certain custom fields in Dial List records and 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.

Image RemovedRemove Connect components that are no longer required

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advanced features. For information about configuring advanced features for Connect, see Configuring Connect (optional tasks).

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