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How to Edit Fields on the Session List

This article gives guidance to Rescue technicians.

You can edit any Custom Field (as defined in the Administration Center) directly from the Session List for any Active session.

Before you begin:

The agent's Technician Group must have permission to use the Inline Editing of Queue feature.

  1. For any Active session, hold your mouse over any field.

    Result: Any field that turns yellow can be edited. The entire field must be visible. Scroll to show the entire field before trying to make changes.

  2. Click the field.

    Result: The field becomes editable.

  3. Type your changes.
  4. Exit the field.

    Result: The new value is shown in the Name field, the Chat Panel title, and on the Session tab title.

Article last updated: 27 September, 2022