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  • The Add Custom Filter dialog box opens. Complete all fields and select one or more Queues (right side of page) or Queue Groups (left side of page). A checkmark appears beside the selected queues or queue groups (all queues assigned to the selected queue group). Click OK (see Custom Filter fields defined below).

    Groups are for selection purposes only, to enable the selection of multiple queues as parameters or assignments or activation. When groups are selected, the group is not the entity that gets selected or deselected, but rather it is the members of that group at the time of selection or deselection that are selected or deselected. For example, if a custom filter is applied to a group of queues, the group selects all queues in that group. If the group is modified, the deselection only removes queues in that group at the time of deselection.



    Custom Filter fields are as follow:
    • Filter Name – Enter the name for your custom filter.
    • Description  Enter a description for your custom filter.
    • Queues or Group – Select the Queue or Queue Group you wish to apply the custom filter to. Click Select All to select all Queue(s); this will apply the custom filter to all the queues or teams. To clear all selected Queue(s), click Clear All and then select only the queues or teams you wish to apply the filter to.
    • Messages – Enter a message to display on the Metrics Dashboard Home page; any message entered here will appear as a scrolling message in appropriate section: Inbound Queue(s) or Team(s).

  1. The custom filter appears in the Filter table. Click Close to return to the Metrics Dashboard Home page.



  2. The custom filter now appears in the Inbound Voice Queue(s) or Team(s) drop down menu, depending on where the custom filter was created.

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  1. Click or .
  2. The Dashboard Settings dialog box opens. 



  3. If not already selected, click the Custom Filters tab.
  4. Click Edit.



  5. The Edit Custom Filters dialog box opens. Edit the required fields and click OK.



     
  6. Click Close from the Dashboard Settings dialog box to return to the Dashboard Settings Home page. 
  7. The new custom filter appears in the filter drop down menu. You may experience a 1-2 minute delay before the new filter appears in the drop down menu.