Communication Center Settings Training Overview
Comprehensive settings customization training delivered for Communication Center platform optimization
Training focused on Settings section located under Scheduled Communications in left navigation (00:06)
Customization capabilities designed to accommodate BDC usage of volley and individual user workflow preferences
Three primary configuration areas covered: display prioritization, tab section defaults, and information visibility controls
Display Options and Prioritization Settings
Customer contact information default configuration with flexible prioritization options available
Standard left-side call screen displays customer contact information as primary view (00:06)
Alternative priority options include Prospects Info or Disposal positions for first-view customization
Prioritization setting determines initial display without restricting access to other information sections
Toggle functionality allows users to navigate between different information areas regardless of default selection
Tab Section Configuration and Default Options
Customer vehicles information serves as standard middle section display with multiple alternatives
Default Tab section configured to show customer vehicles as primary information (00:06)
Alternative default tab options include Communication History, Appointment History, and Previous Service History
Tab selection flexibility allows users to optimize workflow based on their primary job functions and information needs
Configuration maintains access to all tabs while streamlining initial interface presentation
Information Visibility and Interface Optimization
Selective information display controls enable workflow-specific interface customization for enhanced efficiency
Users can hide tabs or information sections that don't align with their operational requirements (00:06)
Specific example provided: sales-focused users can hide Prospects tab when handling service calls exclusively
Interface optimization reduces visual clutter and improves focus on relevant information for specific user roles
Customization approach balances comprehensive functionality with role-specific efficiency needs
Settings Implementation and Knowledge Assessment
Settings preservation and application process with immediate implementation and training validation
Configuration changes saved using green Save Preferences button located on right-hand side of interface (00:06)
Post-configuration workflow returns users to Communication Center with newly applied settings active
Training session concludes with knowledge assessment questions covering discussed settings and configuration options (01:37)
Assessment validates understanding of customization capabilities and proper implementation procedures
Transcript:
00:06
Speaker 1
In the Settings section of the Communication center, located on the left hand side under Scheduled Communications, users can customize display options based on their BDC's usage of volley and their own Personal preferences. The default view on the left side of the call screen is the customer's contact information. However, you can choose to prioritize seeing either Prospects Info or Disposal positions first. The middle section, referred to as the Tab section, defaults to display customer vehicles. However, you can opt to set another default tab such as Communication History, Appointment History, or Previous Service History. Choosing a preferred view doesn't restrict access to the other information, it simply determines the information displayed first. Toggle into other areas. Additionally, you can hide tabs or pieces of information you aren't going to utilize.
01:11
Speaker 1
For example, sales focused users can hide the Prospects tab if it's not applicable for service calls. After configuring the preferences you prefer, you can save them by clicking the green Save Preferences button on the right hand side and then return to the Communication Center. Now let's test your knowledge with a few questions about the settings and the items we discussed.