Configuring directory settings

Service center users use the directory to look up employees and their records. You can configure an

additional search field and label that is added to the standard search fields in the directory. This field can be used to quickly identify employees.
  1. Log in as CMsetup administrator.
  2. Select Administration > Case Management Admin.
  3. Click Application Settings.
  4. In the Directory Settings area, specify this information:
    Search Field
    Specify one system user field on which users can search the directory. The field is displayed with the standard search fields at the top of the directory. Example: EmployeeNumber
    Search Field Label
    Specify the label that is used to identify the Search field. Example: Employee Number
  5. Click Update.