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    Home Madrid Customer Service Management Customer Service Management Customer Service Management Agent calendar Configure the agent calendar

    Configure the agent calendar

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    Configure the agent calendar

    Users with the agent calendar administrator role can perform several calendar configuration tasks.

    These tasks include:
    • Creating one or more schedule configurations for each calender user.
    • Creating an event configuration for each type of event to display on the calendar.
    • Creating a work schedule to assign to an agent.

    If necessary, agent calendar administrators can create personal events for a calendar user although the users themselves typically perform these tasks.

    • Create an event configuration for the agent calendar

      Create configurations for each type of entry displayed on the agent calendar. Entries could include case tasks, work order tasks, appointments, or schedule entries such as event types that you could track and manage on the team calendar.

    • Create a work schedule for an agent or technician

      Users with the agent schedule administrator role can create one or more work schedules for a customer service agent or a field service technician.

    • Create a personal event for an agent or technician

      Users with the agent schedule administrator role can create personal events that appear on an agent's personal calendar.

    • Create a schedule to use with the agent calendar

      Users with the agent calendar administrator role can create a schedule to use with the agent calendar.

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    Release version
    Choose your release version

      Configure the agent calendar

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configure the agent calendar

      Users with the agent calendar administrator role can perform several calendar configuration tasks.

      These tasks include:
      • Creating one or more schedule configurations for each calender user.
      • Creating an event configuration for each type of event to display on the calendar.
      • Creating a work schedule to assign to an agent.

      If necessary, agent calendar administrators can create personal events for a calendar user although the users themselves typically perform these tasks.

      • Create an event configuration for the agent calendar

        Create configurations for each type of entry displayed on the agent calendar. Entries could include case tasks, work order tasks, appointments, or schedule entries such as event types that you could track and manage on the team calendar.

      • Create a work schedule for an agent or technician

        Users with the agent schedule administrator role can create one or more work schedules for a customer service agent or a field service technician.

      • Create a personal event for an agent or technician

        Users with the agent schedule administrator role can create personal events that appear on an agent's personal calendar.

      • Create a schedule to use with the agent calendar

        Users with the agent calendar administrator role can create a schedule to use with the agent calendar.

      Tags:

      Feedback

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