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Display Analytics on a big-screen TV
Overview: This article provides a quick walkthrough for displaying Tenfold Analytics on a TV to give your team greater visibility. Keep Analytics visible You can display your Analytics Dashboard on a big screen TV or dedicated monitor. This is a great way to keep your team up to speed on their metrics in real time while…
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Display Tenfold Analytics tab in Salesforce
Overview: This article provides a detailed walkthrough for embedding Analytics inside Salesforce. For a broader overview of instructions in other CRMs, please see this guide instead. Web tabs in Salesforce Salesforce supports integrating web tabs within the dashboard. This enables users to review metrics without having to…
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Dispositions
Dispositions NOTE: If you are setting up Dispositions for the first time, please consider using Modern Dispositions Quickly assign attributes and outcomes to calls Expose CRM picklists and menus in the Tenfold UI by enabling this feature! Updating opportunity stage, case status, and other important customer information is…
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Don’t Auto Log Calls
Disable automatic call logging Enable Don't Auto Log Calls to turn off Tenfold auto logging in favor or manually logging your calls with the Tenfold app. This means that Tenfold will only save your calls back to the CRM if your agent clicks the "Save" button after wrapping a call. What is Don't Auto Log Calls? Out of the…
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Download user information from Tenfold Dashboard
Overview: This article provides a quick overview of changing a user’s password as a Tenfold Dashboard Admin. You can download information on all of your Tenfold users by downloading the users.csv file from the Tenfold Dashboard. This file contains the user information available on the Users tab in Tenfold Dashboard,…
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Edit your profile
To edit your profile information for Dashboard: * Navigate to Dashboard > Profile. * Make any changes to your personal information: * User-editable information includes:* Full name * Username * Direct Dial Phone Number * Extensions * Language NOTE: Dashboard supports the following languages: English, German, Spanish,…
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Enable Click to Dial for Nextiva Softphone
* Log in to Nextiva as an admin user. * Click Users. * Click Search, leaving the search field empty unless you know the user you are looking for. * Click Edit next to the affected user. * Click on “Call Control” on the left side, and select “Shared Call Appearance” in the bottom right. * Click the first check-box “Alert…
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Enable Click to Dial for Nextiva Softphone
* Log in to Nextiva as an admin user. * Click Users. * Click Search, leaving the search field empty unless you know the user you are looking for. * Click Edit next to the affected user. * Click on “Call Control” on the left side, and select “Shared Call Appearance” in the bottom right. * Click the first check-box “Alert…
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Enable Click to Dial on new Polycom firmware
Overview: If your Polycom phone has software version above 5.0 you will need to go through the following steps to ensure click to dial will function as expected * Update the Web Configuration on your Polycom phone by navigating to: Settings > Advanced > Administration Settings > Web Server Configuration and then change Web…
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Enable the phone calls list for a user in ServiceNow
By default, ServiceNow does not display the list of calls for a user in the Details view. To enable it: * Open the Details view for any user. * Click the menu icon at the top left, and navigate to Configure > Related Lists * In the Related Lists, search for Phone Log->Contact in the left pane (Available) and click > to add…