Contents Customer Service Management Previous Topic Next Topic Configure the agent calendar Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share 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 calendarCreate 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 technicianUsers 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 technicianUsers 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 calendarUsers with the agent calendar administrator role can create a schedule to use with the agent calendar. On this page Send Feedback Previous Topic Next Topic
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 calendarCreate 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 technicianUsers 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 technicianUsers 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 calendarUsers with the agent calendar administrator role can create a schedule to use with the agent calendar.
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 calendarCreate 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 technicianUsers 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 technicianUsers 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 calendarUsers with the agent calendar administrator role can create a schedule to use with the agent calendar.
