RCM:Changing employee's calling limits

From RCMWiki

All calling limits for employees are defined through activities. There are two ways to change calling limits for an employee:

• Assigning new activity to employee
• Modifying current employee's activity

Note All changes will be applied to employee's phone only after synchronization that will happen according to the time interval set in the Settings. Alternatively, the sync can be done manually by an employee from his phone.

Assigning new activity to employee

To change calling limits for a specific employee, perform the following actions:

1. Click Employees link in the navigation menu.

2. Click button against the employee’s name.

Note Use Filter pane to find required employees. Fill out the necessary fields to apply filtering to the list of employees: First name, Last name, Title, Department, Activity, Client version, Out of sync (Y/N). To clear the field values and apply another filter, click Clear filter.

3. In the activity dropdown box select a new activity that you want to assign to the selected employee.

4. Click Update button when finish.

Modifying current employee's activity

To edit an activity perform the following actions:

1. Click Employees link in the navigation menu.

2. Click the Activity link against the employee’s name in the list of employees.

3. Click Edit Activity on the top.

4. In the Local and Roaming panes change the calling limits as necessary.

5. Click Update when done.

You can change employee’s calling limits by editing an existing activity. In this case the new limits will apply to all other employees who this activity is assigned to.

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See also:

• Employees
• Activities
• Blocking applications on employee's phones