Calling Card Setup, Task Four: Customize the Calling Card Applet
This article gives guidance to Rescue Administrators.
A Master Administrator can customize Calling Card appearance and content on the Calling Card tab.
- Select the Calling Card tab.
- Edit the following options, as required.
Option Description Application name How the Applet will be named on the user’s device. Choose a name that is easy for your customers to identify with your organization. Menu Bar color, text color These settings determine the color of the menu bar and the text that appears in the bar. It is important to ensure that these two colors contrast highly to ensure the text is clearly visible. Border Set the color of the border and its width in pixels. Footer Set the color and height of the footer in pixels. Icon file The icon that a customer will click to open the Calling Card. Maximum file size is 50 kilobytes. File format must be .ico. Logo The logo shown in the top-right corner of the Calling Card once the connection to the technician has been established. Download the template to see a sample that conforms to all format requirements. Header image The header image shown at the top of the Calling Card. Maximum file size is 100 kilobytes. File format must be .bmp, .png, or .jpg. Background The image shown in the background of the Calling Card. Maximum file size is 100 kilobytes. File format must be .bmp, .png, or .jpg. Help URL You may want to provide instructions to your customers regarding the Calling Card. The Help URL should point to these instructions. Disable Help URL Select this option if you do not want to display the Help menu item on the Calling Card. Footer text and links There is space in the Calling Card footer to include up to five hyperlinks to other websites. You should keep the text as brief as possible since line space may become an issue if you use all five links or long link names. Text before form Use these fields to specify up to three lines of text that will be seen at the top of the Calling Card. Example: “Please fill in all fields and click Connect to contact a technician” Text after form Use this field to specify one line of text that will be seen at the bottom of the Calling Card Connect to Remote Support dialog box. Example: “Thank You!” Custom fields Choose which input fields to include in the Calling Card interface. Custom Fields are named on the Global Settings tab.Note: Select Retain text to preserve values entered by the customer. That is, the next time the customer starts the Calling Card, previously entered values will be retained. Code lines On the PIN code connection page, you can specify up to three lines of text to explain to the user what he must do to complete the form correctly. Example: “Please enter the 6-digit PIN code provided by your technician” Supported connection methods Calling Card can be used to initiate channel sessions, PIN code (Private) sessions, or both. Default connection method Set the connection method to be displayed by default when the Calling Card is opened. If both connection methods are active, the customer will be able to switch between methods using the Connect menu on the Calling Card. Company ID validation Select this option to ensure that the Calling Card only accepts PIN codes created by the same support organization that installed the Calling Card.
The Company ID validation option is selected by default.
- Click Save Changes.
Note: The name of your organization will appear on the Calling Card as entered in the Organization field of the page. The "Powered by Rescue" logo cannot be customized.
What to do next:
Tip: After making changes, click the Regenerate button on the Channel tab to regenerate the installer. The same referral ID is used. You will not need to inform your customers of the update, because the Calling Card application will automatically be updated when started. The exception to this is if you place the installer somewhere on your website for your customers to download. This installer will not be updated. However, once it is downloaded and run by your customers, it will be automatically updated. If the original installer is deleted, use Regenerate to reinstall an identical copy of the installer onto your local hard drive.
Parent article: About the Calling Card Connection Method
Previous article: Calling Card Setup, Task Three: Apply a Calling Card Installer to a Technician Group
Article last updated: 27 September, 2022