Contents
- Introduction
- Dynamic Layout Editor
- Static Layout Editor
- All Form Controls
- Address1 Postal Addresses
- All Email Addresses
- All Phone Numbers
- All Postal Addresses
- Button
- Call Number
- Checkbox
- Company Text
- Complete System
- Contact Source
- Date Time
- Disposition Button
- Disposition System
- Email Address
- Employees Text
- Field
- Fields Group
- First Text
- Goto Page
- Hyperlink
- Label
- Last Text
- List
- Manual Augmentation System
- MediaPlayer URL
- Messenger
- Messengers
- Notes
- Notes System
- Number
- Phone-home Multi phone
- Phone Number
- Picture Static
- Primarymail Multi email addresses
- Revenue Text
- Search Panel
- Segment Key Value List
- Spacer
- Summary Text
- Text
- Title Text
- US State
- Voice Signature
- Voice Signature System
Previewing and Saving Forms
To see how your form will appear in the Agent Desktop application, click the Preview menu button. Your form will be shown in either Read-only view or Editable view (select the radio button for the desired view). A slider at the top of the preview allows you to zoom in and out of the form to increase or decrease the width of the form. The default zoom is 50% of screen width, the maximum zoom is 100% screen width, and the minimum screen width is 10%.
In Editable view, as shown, you can edit within the form preview and your changes will be saved. You can return to editing the form by clicking Close.
To save changes made to a form, click Save.
The subsequent sections of this guide describe specific form controls, their attributes, and usage. The controls are listed in the order in which they appear in the menu.