Modifying Generic Project Settings

You can easily modify and customize your projects. For details about dialing modes, see Dialing Modes.

Note: A project list is normally visible by default. If the list is not visible, you need to open it.

Table of Contents

• To Access Projects
• To Check The Number of Projects
• To Open a Project in a New Tab
• To Rename a Project
• To Activate or Deactivate a Project
• To Assign a Project Folder
• To Clone a Project
• To Create a Child Project
• To Enable or Disable Call Start Tone
• To Enable or Disable Call End Tone
• To Enable or Disable Call Recording
• To Set up a Project-Specific Webhook
• Setting Project Start and End Date
• To Set a Start and End Date for a Project

To Access Projects

• From the productname.label menu, select call_center.menu.label > projects.menu.label.

Tip: Expired projects, projects with inbound settings that are saved but not uploaded, and child projects that are not synced with their parent projects are marked with a icon.

To Check The Number of Projects

1. From the productname.label menu, select call_center.menu.label > projects.menu.label.
2. Refer to the indicator located below the project list pane. Depending on what project list filter you applied, you can see the total number of your projects, the number of your active projects, and the maximum number of projects you are allowed to create.

Note: The number of projects you are allowed to create depends on which package you have purchased. See Pricing.

To Open a Project in a New Tab

• Right-click a project, then select open-project-in-new-tab.context.label.

To Rename a Project

1. Select a project from the project list, then select the general.caption.label tab.
2. In the general.caption.label pane, enter a new name in the campaign_name.label.value text field. Press field_change.button.label.

To Activate or Deactivate a Project

1. Select a project from the project list, then select the general.caption.label tab.
2. In the general.caption.label pane, select active or disposition.inactive.label from the mode.label drop-down list. Press field_change.button.label.

To Assign a Project Folder

1. Select a project from the project list, then select the general.caption.label tab.
2. In the general.caption.label pane, select a folder from the folder.caption.label drop-down list. Press field_change.button.label.

To Clone a Project

• Read about cloning projects in the Cloning a Project section.

To Create a Child Project

• Read about parent and child projects in the Parent and Child Projects section.

To Enable or Disable Call Start Tone

1. Select a project from the project list, then select callSettings.menu.label.
2. Mark or unmark the beepOnCallStart.checkbox.label checkbox.
3. Press field_change.button.label.

To Enable or Disable Call End Tone

1. Select a project from the project list, then select callSettings.menu.label.
2. Mark or unmark the beepOnCallEnd.checkbox.label checkbox.
3. Press field_change.button.label.

To Enable or Disable Call Recording

• Read about call recording in the Downloading and Listening to Call Recordings section.

To Set up a Project-Specific Webhook

• Read about VCC Live Webhook in the Setting up Webhook section.

Setting Project Start and End Date

You can set a start and end date for your projects. Any project with dates outside the time period you set will not be visible to agents.

To Set a Start and End Date for a Project

1. Select a project from the project list, then select the general.caption.label tab.
2. In the general.caption.label pane, set the desired start and end date. Press field_change.button.label.

Note: Callbacks outside the set time period cannot be set, and callbacks are not initiated. Projects with an expired end date are marked with a icon.