documentation.HELP! IPFX Live Toolbar Documentation

Templates Tab

IPFX Live Toolbar

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Templates Tab

Screenshot Template

In This Section

Adding a New Template

Editing a Template Field

Deleting a Template Field

Deleting a Template

Changing the Order of the Templates

Changing the Transition Time of the Templates

See Also

Properties

General Tab

Queues Tab

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Menu

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Table of contents

  • IPFX Live Toolbar
  • About This Guide
    • Who This Guide Is For
    • Typographical Conventions
    • Getting Help
  • What is IPFX Live Toolbar?
  • Before You Begin
  • Starting IPFX Live Toolbar
  • Using The IPFX Live Toolbar
    • Using locations
      • What are locations?
        • Locations and default return times
      • Setting your location in IPFX Live Toolbar
      • Returning from a location
      • Setting another extension's location
        • Setting another extension's location from the Directory using Live Toolbar
        • Setting a location for multiple extensions
      • Entering Operator Instructions
      • Editing your Location Settings in Live Toolbar
        • Prime Time Tab
      • Changing your extension's properties
        • Details Button
        • Viewing Queue Properties
          • Changing Work Time
          • Auto Answer Queue Calls
          • Personal Queue Priority
        • Setting up your mailbox phone numbers
        • Properties
        • Groups Tab
          • Personal Voicemail Distribution Groups
          • Personal Contact Groups
        • Viewing Site Specific Details
        • PABX Tab
        • Hours
        • Related
      • Call Profiles
        • Adding a New Call Profile
        • Add the Settings/Properties to your Call Profile
    • Directory
      • What is the Directory?
      • Dialing from the directory
      • Dialling Other Available Numbers
      • Chat
      • Send an Email message from the Directory
      • Extension Properties
      • View Extension Images
      • Customized Printout
      • Print Preview
      • Customizing the Directory in your IPFX Client
      • Filtering the Directory
      • Company Directory
        • What is the Company Directory?
        • Dialling from your Company Listing
        • Transferring a Call to the Company Directory
        • Ending the Call
      • Personal Directory
        • Accessing Personal Directory
        • Dialling from your Personal Listing
        • Transferring a Call
        • Ending the Call
        • Adding / Editing a New Contact
    • Queues
      • What is a Queue?
      • Viewing Queues
      • Viewing Queue Agents and Call Flow
        • Queue Name
        • Queue Statistics
        • Agent Information
      • Viewing Queue Calls
        • Queue Calls
        • Document Queuing
        • How a Callback presents itself to an Agent
      • Queue Pickup
      • Last Agent to Log out of Queue Notification
      • Queue Hold
      • Queue Control
      • Queue Properties
    • Dial
      • Dial/Making an Outbound Call
      • Recently Dialled Numbers
      • Answering a Call
      • Hangup/Completing a Call
      • Transferring a Call
      • Complete Transfer
      • Cancel Transfer
      • Hold
      • Resume
      • Queue Hold
      • Queue Resume
      • Hold For
      • Pickup
      • Monitor
      • Intrude
    • Send to Voicemail
    • Send a message
      • What is "Sending a Message?"
      • Sending a Message
    • Record
      • What is Record?
      • Recording Criteria
      • Recording a Conversation
      • Stop Recording a Conversation
    • Work Time
      • What is Work Time?
      • Adding Work Time
      • Custom Work Time
      • Clear Work Time
      • Setting default Work Time
    • Configuration
    • Reports
    • Display Screen
    • Properties
      • General Tab
      • Queues Tab
      • Templates Tab
        • Adding a New Template
        • Editing a Template Field
        • Deleting a Template Field
        • Deleting a Template
        • Changing the Order of the Templates
        • Changing the Transition Time of the Templates
    • Insight - Viewing Extension Details and Appointments
      • Viewing Main Tab of Insight
      • Viewing User Tab of Insight
      • Viewing Related Tab of Insight
      • Viewing Schedule Tab of Insight
    • Suppressing Voice Capture

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