Toolbar Functions

Service Builder Toolbar

• New: Allows users to create a new Service Plan. Users are also prompted to save their unsaved work

• Save: Allows users to either save a new Service or save a modified existing Service Plan (See Saving a Service Plan)

• Validate: Validates the current Service Plan and notifies the user of its success or otherwise.

• Manage->Assigned Services: This is only visible when a Service Number is selected, and allows users to browse all Service Plans assigned to the service number.

• Manage->Services:Browse Service Plans (See Managing Services)

• Manage->Numbers:Browse Service Numbers (See Managing Numbers)

• Manage->Audio: Manage all the audio files (See Managing Audio)

• Manage->Templates: Browse and Manage Service Designer Templates (See Manage Service Templates)

• Manage->Phone Book: Manage Phone Book (See Manage Phone Book)

• Manage->Bulk Configuration: Bulk configure service numbers (See Bulk Configuration)

• Manage->Help: Opens the online help documentation

• Builder->Switch Plan Type: Allows the type of service plan to be changed.

• Builder->Convert to Designer: Allows the service plan to be converted to Service Designer. Only available if you have access to Service Designer.

• DCA->Agents: Manage the DCA Agents. Only available if you have access to DCA (Dynamic Call Agent)

• DCA->SkillSets: Manage the DCA SkillSets. Only available if you have access to DCA (Dynamic Call Agent)

• DCA->Help: Opens the DCA online help documentation

• Help: Opens the online help page in the context of the current builder service