1. Implementing Sales
  2. Create a CTI Toolbar for Redwood

Create a CTI Toolbar for Redwood

Use this task to add a new Redwood toolbar.

  1. Sign in as an administrator or setup user.

  2. In the Setup and Maintenance work area, choose the following:

    • Offering: Service.

    • Functional Area: Communication Channels.

    • Task: Manage Media Toolbar Configuration.

  3. In the Manage Media Toolbar Configuration screen, click the Add (+) icon.

  4. In the Toolbar work area, do the following:

    • Name: Redwood Toolbar.

    • Layout: Redwood

    • Communication Panel URL: Paste the appropriate URL.

  5. In the Manage Media Toolbar Configuration list, make sure the Default column entry is checked.

  6. Click Save and Close.

Assign the CTI Toolbar

You can enable the toolbar at site level, meaning it's available to all your users, or you can assign the toolbar to just specific users.

  1. In the Setup and Maintenance work area, click the Tasks icon, and then click the Search link.

  2. Enter Manage Administrator Profile Values in the Search box and click Search.

  3. Click the task link, and then in the Manage Administrator Profile Values work area, enter the following search string in the Profile Display name field: %Partner%.

  4. In the Search results field you have two choices depending on how you want to assign the toolbar.

  5. To enable the toolbar at the site level, do the following:

    1. Locate and select SVC_PARTNER_MEDIA_TOOLBAR_ENABLED profile option.

    2. If there's a Site Profile Level entry, make sure the Profile Value is set to Yes. To disable the toolbar at the site level, set that value to No.

    3. If there's no Site entry, click the Add (+) icon, and from the Profile Level drop down list, select Site, and then from the Profile Value drop down list, select Yes.

  6. To enable the toolbar only for specific users, do the following:

    1. First, make sure the Site Profile Level value is set to No.

    2. Then, click the Add (+) icon, and from Profile Level drop down list, and select User.

    3. And finally, in the User Name field, enter the user's name.

  7. When finished, click Save and Close.