Set Up Pop-Up Windows

Follow these steps to set up pop-up windows for the Agent Care application.

  1. Go to Setup and Maintenance work area.

  2. Search for Manage Screen Pop Configuration.

  3. Click Lookup Filters on the Screen Pop Configuration page.

  4. Go to the row corresponding to LOOKUPSET and click the duplicate button.

  5. Click Confirm to create a duplicate LOOKUPSET entry.

  6. Add the following:
    Name Application Classification Active Description
    CARELOOKUPSET AGENT CARE Checked LookupSet for Care
  7. Verify to ensure that contact filters are available under
    CARELOOKUPSET:FILTERS
    If not, add them manually.
  8. Click Save or Save and Close.

Available Predefined Tokens

Predefined tokens are available in the Tokens section of the Manage Screen Pop Configuration page.

Page

Token

Assisted Customer Enquiry

SVCMCA_AGENT_CARE_ASSISTED_CUSTOMER_ENQUIRY

Billing Dashboard

SVCMCA_AGENT_CARE_BILLING

Customer 360 Dashboard

SVCMCA_AGENT_CARE_DASHBOARD

Order Dashboard

SVCMCA_AGENT_CARE_ORDER