Default Floating UI Mode
Default Floating UI Mode Updated: 9/17/2017 Overview: This article explains how to configure the default visibility of the Floating UI for your organization.
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Analytics Configurations
Analytics Configurations Updated: 11/16/2017 Overview: This article provides a walkthrough for configuring Analytics Visibility, the Quality Connections threshold, and Agent Targets in Tenfold Analytics
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Agent Goals
Agent Goals Enabling Agent Goals allows Admins to set daily Call Targets (count/minutes) for individual Users. Targets can be set
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Automate Resource Creation
Automate Resource Creation This feature when Enabled will allow your Organization to create resources automatically (Cases, Opportunities, etc) on specified
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Create Record Buttons
Create Record Buttons The Create Record Button allows the User to create new record types within the CRM from the
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Desktop Notifications
Desktop Notifications Enabling this feature will create additional Chrome notifications for inbound/outbound calls.
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Don’t Auto Log Calls
Don’t Auto Log Calls This feature when Enabled will allow your Organization to not log calls to the CRM unless
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Hide Analytics Page
Hide Analytics Page By default, this feature is disabled. Enabling this feature will prevent access to the Analytics page for
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Notes Setup
Notes Setup Note configuration can be set for the entire Organization. If a User has a preference on this behavior,
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Social Media Lookup
Social Media Lookup Social Media Lookup when enabled will retrieve Social Media information for the current record using the
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Talk Time
Talk Time By default, the call duration for your Organization are tracked from the first Ring event to the
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Company Settings
Company Settings Business Hours From here, you can set your hours of operation and timezone. Call Settings From here, you
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Email Reports
Email Reports Updated: 6/1/2018 Overview: This article provides a quick walkthrough for using Email Reports. <More explicit detail, configuration, and use cases
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Check for Record Types on Relate Resource
Check for Record Types on Relate Resource Updated: 6/1/2018 Overview: This article provides a quick walkthrough for using Check for
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Configuring Tenfold to use Google as an identity provider
Configuring Tenfold to use Google as an identity provider Updated: 04/30/2019 Overview: This article provides a walkthrough for configuration Google as
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Implementing Tenfold Click-to-Dial in a Custom Web App
Implementing Tenfold Click-to-Dial Tags in a Custom Web App Updated: 05/08/2019 Overview: This article describes how to program Tenfold click
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How to Configure the Search Box in Tenfold UI
How to Configure the Search Box in Tenfold UI Updated: 06/30/2019 Overview: This article describes how to configure the search
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Configuring Tenfold to use Salesforce as an identity provider
Configuring Tenfold to use Salesforce as an identity provider Updated: 04/23/2020 Overview: This article provides a walk through for configuring Salesforce
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Configuring Tenfold to Use Okta as an Identity Provider Utilizing SAML
Configuring Tenfold to Use Okta as an Identity Provider Utilizing SAML Updated: 08/09/2019 Overview: This article provides a walkthrough for configuration
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Configuring Tenfold to use Ping Identity as an identity provider
Configuring Tenfold to use Ping Identity as an identity provider Updated: 07/18/2019 Overview: This article provides a walkthrough for configuration Ping
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Configuring Tenfold SSO to use Azure AD as an identity provider
Configuring Tenfold SSO to use Azure AD as an identity provider Updated: 4/20/2020 Overview: This article provides a walkthrough of configuring
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Configuring Tenfold to use Okta as an identity provider
Configuring Tenfold to use Okta as an identity provider Updated: 04/23/2020 Overview: This article provides a walkthrough for configuration Okta as
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Configuring Sync Users Filtering feature
How to configure Sync Users Filtering feature Updated: 09/16/2019 Overview: This article describes how to configure the Sync User Filtering
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Advanced Settings under Phone System
Advanced Settings under Phone System Updated: 10/16/2019 Overview: This article provides an overview of the various options present in the Phone
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Advanced Settings under CRM
Advanced Settings under CRM Updated: 10/18/2019 Overview: This article provides an overview of the various options present in the CRM settings
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Click to Dial Country Codes
Click to Dial Country Codes Updated: 10/9/2017 Overview: This article provides a quick summary of Country Codes and their configuration in the
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Logging Unmatched Calls to CRM
Logging Unmatched Calls to CRM Updated: 9/18/2017 Overview: This article provides a quick overview of the Log Unmatched Calls to CRM Feature, which
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Local Presence Overview
Local Presence Overview Updated: 11/8/2017 Overview: This article provides a quick summary of enabling Local Presence at an Administrative and User level.
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Support for Teams
Support for Teams Updated: 11/20/2019 Overview: This article provides a quick overview of Teams functionality in Tenfold and how to configure
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Features
Features Features allow your Organization to customize the Tenfold experience. Features management can be found in your Admin Dashboard
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