Navigation & Controls

The MotionCX web portal has a clean user interface that is easy to learn and use. The application contains three main sections: Navigation Menu, Header Bar, and Main Panel.

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Additional Detail

As there is a great deal of functionality in each of these sections, please reference specific areas of interest within this product guide to learn more.

Navigation Menu

The left navigation menu can be expanded or collapsed by clicking the icon next to the MotionCX logo.

The menu options available on the left navigation menu are dependent on your user Roles and Permissions and may include:

• Dashboard: Provides customizable snapshots of real time data for contact handling
• Cases: Used for searching and interacting with customer cases
• Contacts: A lookup for customer contacts and and their related cases
• Queues: Dashboards to see case volumes, and use as a workbench
• Reports: Historical data for analysis and performance management
• Administration: Configuration and management of system capabilities
• Settings: Application configuration for languages, site appearance, & user security

Header Bar

The options displayed on the header bar are dependent on your user Roles and Permissions and may include:

• Agent Detail: Used to view and update agent workstate
• Notifications: Area for viewing system notifications
• User Profile: Settings pertaining to your MotionCX user account
• Help: Quick link to the MotionCX product guide

Main Panel

The main panel displays information pertaining to the option selected in the left navigation menu. Throughout the site you will find sortable and searchable filters for organizing the information displayed, as well as pagination to navigate through multiple pages of data.

Searching

Basic search functionality is used throughout the MotionCX web portal. To use this functionality, enter the name of the item you are searching for and click the magnifying glass button. More detail is provided throughout this guide when additional searching capabilities are available.

Sorting

Sorting is available in many areas of the application to help organize large sets of data. In data sets where sorting is available, you will see an up and down arrow next to a columns' name. Click a column name once to sort ascending, click the column name again to sort descending. As a note, sorting can only be applied to a single column at a time.

Pagination

In many areas of the application, multiple pages of information will be available. Use the pagination controls shown in these areas to navigate through additional pages and to adjust the number of results displayed per page.

Required Fields

If a field is required prior to saving, the field will be indicated with an asterisk (*). The Save button will be disabled until all required fields are populated.

Refreshing Page Data

The most recent page data is always loaded when navigating to a page, but in some areas, data can be added or updated by other users while you are viewing the same or related data. In those areas, a page refresh button is provided. If needed, click on the Refresh button to load the most recent data for the page you are viewing.