4. Synchronize

The Synchonize section is a mechanism used to pull existing Users, Campaigns, Dispositions, SubDispositions, and Agent Statuses.  Each link shown is used to sync Dialer data to an existing Ivinex module.  

Syncronize Links:

Users:  The Users link is meant to pull all current users.  

Campaigns:  The Campaign link is meant to pull all the campaigns (or Skills) created.

Dispositions:  The Dispositions link will pull all the dispositions created.

SubDispositions:  The SubDispositions will pull all subdispositions.

AgentStatuses:  The AgentStatuses link will pull all the selected Agent Statuses setup.

Synchronize Steps for each link:

1.  Click on the module link you want to sync (Users, Campaigns, Dispositions, etc).

2.  Click on the Clear All button to clear any checked boxes adjacent to already synced data.  If this is the first time set up - you will not have any checked boxes.

3.  Check the desired selected boxes next to the data to import.

4.  If you would like to check all the boxes, you can use the Select All button.  

5.  The select box next to the desired data can either be linked to an existing Ivinex record, or a new Ivinex record can be created.

6.  After selecting the desired check boxes, click the Add Selected To Ivinex button.  This will link the Dialer data to an existing Ivinex module (if the box is checked).  A new Ivinex record is created if there is no selected box.  

BEFORE CLOSING THE DIALER SETTINGS, PRESS THE SAVE BUTTON IN THE LOWER LEFT-HAND CORNER. Any changes made in Ivinex without clicking the Save button, will result in loss of changes.