Desk Mode

Overview

Desk mode enables a view that embeds the softphone in the activity log screen.  Agents can easily make or accept calls, edit notes, and update other call details from a single page.

Desk mode is a user preference and can be activated as a default view in a user’s profile by following the steps below.  Desk mode can also be accessed manually by navigating to the following application URL: https://app.calltrackingmetrics.com/calls/desk.

Exit desk mode at any time using the power symbol on the right side of the black toolbar.

Desk mode as a default view is available on Connect plans.

Accessing Desk Mode

1. Navigate to Settings → Users.
2. Click New User or edit an existing user
3. In the User Detail section, check the box labeled “Default login page to Desktop Calling Mode.”  This user will now see desk mode by default when logging in.