Add a work item account

To add a new work item account, open the CallGuide Admin Email and work Item accounts window.

There start with clicking the Add… button. You also have the option of pressing the Insert button on your keyboard or selecting Add… from the context menu you open with a right-click.

A new row will be added at the bottom of the list and this is where you enter the name of the account. For each new account added, a CallGuide entrance will automatically be created. All entrances can be seen under the Routing | Entrances and menu choices menu choice, the Entrances, menu choices and task types window.

By using the OK button you will close the window and save any changes made. If you click the Cancel button the window will close without changes being saved. If you have unsaved changes when you switch to another tab you will be asked to confirm whether you want to save the current changes or not.