USING Settings

The Settings dialog box provides the following options:

Setting and Changing Your Password

Change your password for the first login page (but not your agent password).

  1. Enter your old password.

  2. Enter your new password.

  3. Confirm your new password by entering it again.

  4. Click Apply to validate your new password.

Note: If the operation is successful, a confirmation message appears on the Status bar. If it is not successful, a warning message appears on the Status bar; repeat Steps 1 through 4.

Setting and Changing Display Font Size

You can change the font sizes that appear throughout Genesys Desktop.

  1. Open the Settings tab by selecting Settings from the Preferences menu.

  2. The Settings tab displays a tree view of options. Under the Display folder, select the Appearance page by clicking it, as shown in the figure below.

  1. Select one of these three choices from the Display Mode drop-down menu:

The Appearance pane text reflects your choice of font size. The Font Size panel displays sample fonts sizes for the areas indicated. The Width panel displays the width of the Batch Navigation with the specified Display Mode font size group.

Note: Large,Medium,Small are the default modes that you can select. Your supervisor or system administrator might have configured different options for you..

  1. Click Save.

The following message is displayed:

New display mode change saved: Please exit and login again for changes to take effect.

  1. Exit and login again for the change to take effect.

Setting and Changing Keyboard Shortcuts

Keyboard shortcuts are managed through the Settings tab. To add or modify the supported keyboard shortcut:

  1. Open the Settings tab by selecting Settings from the Preferences menu.

  2. The Settings tab displays a tree view of options. Under the Accessibility folder, select the Shortcuts page by clicking it, as shown in the figure below.

The Shortcuts pane appears on the right side of the Desktop window.

  1. Click on a shortcut name, then use the functions described in the table below to add or change the key combination for the selected shortcut.

Action

Function

Shortcut tables

Display lists of the functions for which you can configure a shortcut key combination. Select a shortcut to specify a key combination.

Reset

Click to return the shortcuts to the factory settings.

Shortcut

Enter a shortcut key combination for the selected function, or change the existing combination. Hold down one or more of the control keys (Ctrl, Alt, and Shift), and one of the alphanumeric keys, to insert the key combination into the Shortcut box.

Apply

Click to set the key combination in the Shortcut box as the new key combination for the selected function.

Clear

Click to remove the key combination in the Shortcut box. If you do not enter a new key combination, then there will not be a keyboard shortcut for the selected function.

 

Note: If you are configured as a supervisor, an additional set of keyboard shortcut options is available for you to set in the Shortcuts pane.

Setting and Changing Agent Spellcheck Options

Enable or disable Spelling Checker options, and set the Spelling Checker language.

Note: A confirmation message appears on the Status bar to acknowledge that your changes have been applied.

Setting and Changing Agent Personal Dictionary Options

Add words to, or delete words from, your personal dictionary, or delete your entire personal dictionary.

To add new entries to your custom dictionary:

  1. From the drop-down list, select a custom dictionary

  2. Type or paste the entry into the text field below the name of the dictionary.

  3. Verify that you have spelled the word correctly.

  4. Click the Add button. The new entry will appears in the list.

To remove an entry from your custom dictionary:

  1. From the drop-down list, select a custom dictionary.

  2. Select the entry that you want to delete.

  3. Click Delete.

To remove all entries from your custom dictionary:

  1. From the drop-down list, select a custom dictionary

  2. Click Clear. An action confirmation dialog box appears asking you to confirm that you want to delete your entire custom dictionary.

Setting and Changing Forward Options

Forward your phone set to another agent or a supervisor.

To forward your phone set to another number or extension:

  1. Select Forward on the Settings tab or from the Actions menu.

  2. Enter the phone number of the person to whom you want to forward your phoneset.

  3. Click Apply.

  4. A message appears on the Status bar, indicating whether your phone set has been successfully forwarded.

To cancel forwarding of your phone set:

  1. Select Forward.

  2. Select Cancel Forward.

  3. Click Apply.

  4. A message appears on the Status bar, indicating whether forwarding has been successfully cancelled.

Note: Your phoneset remains forwarded until you cancel forwarding. Do not forget to modify your status by using the Status dialog box, by clicking the Cancel Forward button ( ) on the Toolbar, or by selecting Cancel Forward from the Actions menu.

Setting and Changing Speed Dialing Keys Options

Enter selected phone numbers in a speed dial list.

  1. Enter a phone number.

  2. Enter the contact label.

Repeat Steps 1 and 2 to enter as many speed dialing labels as you want.

  1. Click Apply to validate your input. The label  is listed in File > Speed Dial > [label name].  As soon as you select the label name, the contact's phone set rings, and the Outgoing Phone Call form appears on your desktop.