Adding and removing results from projects

Adding and removing results from projects has been made easy. Go to TeleManager/Projects/Results and add or remove results from existing projects. 

Adding and removing agents from projects

Adding and removing agents from projects has been made easy. Go to Administrate/Users and add or remove agents from existing projects. 

Project information for agents

Information about the project is now available for agents in the address details screen.

Result only for admin

A new setting has been added for TmAmin. It is now possible to only show certain results to the TmAdmin. By using this setting the result will not appear with Agents. In the taskstatus detail screen there is an extra agent pull down to make sure that the result keeps coupled to the orignial agent who made the result.

In the taskstatus detail screen there is an extra agent pull down to make sure that the result keeps coupled to the orignial agent who made the result.

Alphabetical order customers

The names of customers are now shown in alphabetical order for agents in the outbound start screen.

Copy Projects

Setting up a new project is easy and quick. It is now also possible to make a copy of project from an existing customer. The fields that will be copied into the new project are:

- project settings 

- agents

- results

- account manager

After clicking on 'Copy' you can fill in the project ID, Name and a note. All settings will be copied into the new project. 

Days in future

We have added a new setting. With this project setting an agent can only schedule an appointment x days in the future. All current projects are set to 365 days in the future.

When the setting is set to 5 days, the agent can only select a day for the coming 5 days.The days after are not click-able. 

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