Customizing POM Home page

Last Updated : Sep 08, 2023 |

About this task

Use this procedure to customize the POM Home page views and user-interface elements.

You cannot customize the System Notifications view.

Procedure

  1. In the navigation pane, click Proactive Outreach > Manager.

    The POM Home page is displayed.

  2. To customize user views, click User view settings icon and in the Customize Users View dialog box, do the following:
    1. From the Select Views list, select from the following options as required:

      • Campaigns

      • Contact List

      • Agents

      • Favorites

    2. In Auto Refresh Rate (In seconds), specify the value as required.
  3. To customize the Favorites column view, in the Favorites column, click and do the following:

    • In the Favorites dialog box, from Favorite List, enable the options as required, and click Save.

  4. To customize the Campaigns column view, in the Campaigns column, click and do the following:
    1. In the Customize Campaign List View dialog box, enable the options from the Item list as required.
    2. To add a new option to the list, click Add New Item, add relevant information in the Add New Item dialog box, and click Add.
    3. To delete an item from the list, select the item and click Delete icon, and in the Delete dialog box, click Delete.
    4. Click Save.
  5. To customize the Contact List column view, in the Contact List column, click and do the following:
    1. In Customize Contact List View dialog box, enable the options from the Item list as required.
    2. To add a new option to the list, click Add New Item, add relevant information in the Add New Item dialog box, and click Add.
    3. To delete an item from the list, select the item and click Delete icon, and in the Delete dialog box, click Delete.
    4. Click Save.
  6. To customize the Agents column view, in the Agents column, click and do the following:
    1. In the Customize Agents View dialog box, enable the options from the Item list as required.
    2. To add a new option to the list, click Add New Item and add relevant information in the Add New Item dialog box, and click Add.
    3. To delete an item from the list, select the item and click Delete icon, and in the Delete dialog box, click Delete.
    4. Click Save.
Related information
POM Home page field descriptions