State of knowledge

November 2022
Version info: ProCall 8 Enterprise from 8.0

These instructions assume knowledge of the administration of ProCall Enterprise and, if applicable, estos MetaDirectory Enterprise with databases, replicators and replicator wizard. 

Select profile in UCServer

UCServer Administration – User administration – Profiles – General

Configure contact details/call window

You can make individual adjustments to contact details and call windows for the selected profile. To configure the fields, start the editor via the provided link.

You can see which profile you are editing at the top of the editor. 

Example screenshot – Editor – "Marketing" profile configuration – Contact details

Select which configuration you want to make: Contact details, individual call windows.

Load templates

If you have already created templates, you can recall them here.

Sort/arrange boxes

per Drag&Drop

Overview: Open/close boxes

image-2022-11-15_15-34-39.png

You can open and close individual boxes.
At the top you can close ALL boxes again. 

Create new boxes

Change designations (labels) 

You can change the labels. 

The changed designations are then also available for the search in ProCall. 

Design fields

The following options are available for designing the fields:

Highlight

B

Bold

HSet highlight
RMark red
GMark green

Enable/Disable

Here you can specify whether to show or hide this field with content.

Preview

The preview immediately shows what your changes will do. 

You can also specify here whether you want to apply changes made to the call window to all call windows. 

Custom Fields

You can customize the custom fields according to the purpose and define them in an executable way: as a text field, e-mail field, URL (link) or phone field (dialable phone number).

Contact URL/Contact URL

These fields refer to the interaction between ProCall Enterprise and estos MetaDirectory Enterprise with replicator wizard and replicators.

For more information, see the MetaDirectory online help at Contact URL.

You can define URLs for running apps or links

Undo changes

 

Reset

(warning)  Here you undo all changes made, the initial values of the application are restored! ("reset to factory settings")

Save

Save the configuration so that the changes made become active.

Further information

Web editor for call window customization

Configure and customize call window