The ordering and visibility of the fields in the user grid can be changed by right clicking the column header
The telephony control enables the user to control calls at the monitored local phone
All calls to and from the users default local device are shown in the Call Log
Detailed information includes the current presence, a list of the user’s appointments and the user’s contact information.
The popup menu shows the current user status and enables the user to start a call, send mail, send sms, see more details about the user etc
Searching for a user
Totalview has been optimized to make it easy to find the user information.
The main components used for searching are the Quick filter and the predefined filters. This, in combination with Arrange by Values and Activate/Deactivate predefined filter, makes it easy to find user information.
Predefined Search Filters
The predefined filters are used to filter the listed users in the user grid so that only users of interest are visible.
When selecting a value from the filter list, only users containing the select value are listed in the user grid. If several values are selected from the same filter, the filter is widened and all users containing one of the values is listed in the user grid, e.g. In and Busy lists all users that have the current state of In or Busy.
When selecting a value from different filters, only users containing both values are listed in the user grid, e.g. In and Sales lists all users that have the current state of In and are members of the Sales division.
The filter State Name is always present. Other filters are based on custom fields and vary depending on how the custom field is defined in the Admin module.
Multiple values can be selected by pressing the Ctrl button. Pressing Ctrl-F8 will deselect all values.
The user can drag-and-drop the Predefined Search Filters to change the order of the Predefined Search Filters.
Using the quick filter it is possible to do a free text search for multiple values at the same time. The quick filter is searching the columns defined in the user grids More settings (See Customize Grid). The behaviour of the quick filter can be modified in General Settings (See The General settings)
When searching field values, the values are compared from left to right and no wildcards are used. If a filter is selected, the filter selection is combined with the quick filter search.
Enter: Toggle if filters are active (including favorites)
Ctrl+Enter: Toggle if favorites is active
Esc: Deactive filter, (including favourites)
Example 1. Searching using one value
Searching for jo will match both John Garret and Joshua Williams.
Searching for oh will not match John Garret.
Example 2. Searching using multiple values
If you enter multiple values separated by space all the values must be available for a person.
Searching for Tina System will match Tina since she is a System Administrator
Example 3. Searching multiple value fields
The field values are considered multiple values if there is a space in the text. For instance Tina Townsend will be visible if “Tina” is entered but also if “Townsend” or “Tina Townsend” is entered.
Searching for Tina To will give Tina Townsend.
Example 4. Using short values when searching
It is often not necessary to write the whole name if you know more about a person. It is more efficient to enter the beginning of multiple fields. The efficiency varies depending on the values of the company and which fields are selected as quick filter fields.
Searching for t ad might only show Tina since she is a System Administrator
Ctrl–Shift–Space will clear the Quick filter text. Ctrl-F8 will clear both the Quick filter and the Predefined filters.
Activate/deactivate predefined filters
The quick search will combine any selected predefined filter values when doing the search. The predefined filter values can be ignored by deactivating the predefined filters.
The icon on the left of the Quick filter shows if the filters are active or not:
Predefined filters are active and used in the search.
Predefined filters are not active and not used in the search.
The filters can be activated/deactivated by clicking on the icon or by pressing the Enter key.
Arrange by Values
Clicking on a column header will arrange the values alphabetically ascending; clicking once more will arrange the values descending.
Click the favorites button to see a list of your favourites. Clicking the button again will return all users.
Ctrl * = Toggle Favorites
Ctrl Shift * = Activate Favorites
When enabled, the user can see and control call centers in the connected PBX system.
This section is intended to provide a detailed overview of the PC Clients user interface.
The section explains how to use Totalview 2017’s SMS features.
Learn the most important shortcuts for the Totalview Client.
The Totalview 2017 users can be synchronized with external calendar system such as Microsoft Exchange Server.
The DoorWayClient interface and how to login, change state and more.
The Switchboard client enables the user to handle incoming calls by using the various information presented when the call arrives.
The receptionist client and the extended rights associated with it.
How to make calls and change the phone settings.
How to change the view in the PC Client
How to configure the settings for the Totalview PC Client.
How to manage your phone contacts via the Totalview phone book, including adding, modifying and deleting phone contacts.
Appointments are a user’s expected presence sometime in the future. Learn here how to create, modify and delete them.
How to set and change the users current presence.