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 are added to the standard search fields in the directory. You can use this field 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. For example, specify EmployeeNumber.
    Search Field Label
    Specify the label that is used to identify the Search field. For example, specify Employee Number.
  5. Click Update.