) at the top of the screen in Order Management System to advance to Contact Center if the Contact Center at Initial Login setting for your user ID is not selected in Order Management System.
Overview: There are two ways to advance to Contact Center:
• Automatic advancement: If the Contact Center at Initial Login setting is selected for your user ID in Order Management System, you advance to Contact Center automatically when you log in.
• Select Modern View: If If the Contact Center at Initial Login setting is not selected for your user ID in Order Management System, you select the Modern View icon to advance to Contact Center. See Advance to Modern View.
Note: If you do not have sufficient authority to review or work with orders, no customer or order search options are available. Contact your system administrator if this occurs.
In this topic:
• Settings
Purpose: Use the Modern View icon () at the top of the screen in Order Management System to advance to Contact Center if the Contact Center at Initial Login setting for your user ID is not selected in Order Management System.
Purpose: The settings applied when you advance to Contact Center are described below.
• Company: The currently selected company from Order Management System is active when you advance to Contact Center. Optionally, you can change to another company for your work in Contact Center if you have authority. See Select Company for more information.
• Locale: The system looks at the Locale defined for the user to determine the language to use on Contact Center pages. See Regional Settings in the Order Management System help for more information.
• Date Format: The system looks at the Date Format defined for the user in the Users table and the Date Format defined for the company in the Company table to determine the date format to display in certain areas of the application. See Regional Settings in the Order Management System help for more information.
• Number Formats:
• The system looks at the DECIMAL_SEPARATOR property to determine the character format used to indicate the decimal place in a number.
• The system looks at the THOUSAND_SEPARATOR property to determine the character format used to separate groups of thousands.
The system displays a Notification window when you log in if one or more open or in process tasks exist that are assigned to you or one or more of your task groups. You can review, work with, and resolve tasks assigned to you or your task groups using the Work with Tickler Users/User Groups (WTIC) menu option. Select OK at this window to advance to the Search (Search for Orders or Customers) page.
When you first log in, if your password will expire within 15 days, the system displays a message indicating the number of days remaining until your password will expire. You will need to change your current password to a new password before the expiration date.
See the Administration Guide for more information on user setup.
Select Logout from the User ID drop down box in the header of a page in the application. This effectively logs you out of both Contact Center and Order Management System (Classic View). You return to the initial Order Management System login page.
Note:
• You need to unlock all locked orders before signing out.
• If your session times out while you are in Contact Center, you return to the login page for Order Management System.