Use the Transaction Code Lists, Properties tab to create a new Transaction Code list and configure the list's primary characteristics.
To create a new transaction code list:
Select Transaction Codes from the navigation menu. The Transaction Codes home page appears.
Enter the following values:
Check the box to put this code list into service.
Enter a name for the new status code list.
Enter a brief description of the purpose of the code list.
A category distinguishes multiple code lists and attributes a code list to a specific group. For example, you can create categories for Sales, Support, Services etc. You can then attribute/assign each code list to a particular category.
In the Category list:
Select the order in which the codes should appear in the Agent Console:
Type information that enables administrators to understand the purpose of this code list.
Primary Language (Required)
Select a language in which the codes are written primarily. This information is required to create a list.
Note: After saving the code list, you cannot change the Primary Language setting.
Select the languages to translate the codes to. This option allows you to set up codes in languages other than English.
Choosing Transaction Code Languages with the Translations Tab
Assigning Transaction Codes
Transaction Codes - Overview
To enable the Transaction Codes, Properties tab, your
Virtual Contact Center must have at least one transaction code definition. Perform the procedure in this section to create a new transaction code.
To display the Transaction Codes Properties tab.
In the Configuration menu click Transaction Codes.
Configuration Manager displays the Transaction Code Lists page.
In the, Show list select all.
Configuration Manager lists both the inactive and inactive transaction code list definitions. If no transaction code lists exist, you must create one to enable the Properties tab options.
To create a new transaction code, click New.
To use an existing transaction code list as the starting point for a new transaction code, click Duplicate.
Configuration Manager adds the new, incompletely configured transaction code list to the page.
In the Primary Language list, choose the transaction code list's primary language.
The new transaction code cannot be saved until you choose the new transaction code list's primary language.
Configuration Manager enables the Codes, Translations, and Assignments tabs.
In addition to choosing the Primary Language, most contact centers will want to configure the transaction code's optional information.
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