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Horizon Contact Admin Help
Release Notes
Horizon Contact Admin Help

Administrator Portal and Setup

  • Quick Setup Guide
  • Setup Guides and Templates
  • Privileges summary
  • Administrator Portal Overview
  • Full Setup Guide
    • Setup 1: Setting up agents
    • Setup 2: Preparing assets
    • Setup 3: Assigning user groups
    • Setup 4: Creating queues
    • Setup 5: Multiple groups
    • Setup 6: Queue Numbers
    • Setup 7: Adding audio files
    • Setup 8: Customising queue recordings
    • Setup 9: Customising agent recordings
    • Setup 10: Queue KPIs
    • Setup 11: Advanced setup
    • Setup 12: Queue Announcements
    • Setup 13: Callback setup
    • Setup 14: Customising time ranges
  • Administrator Information
    • What I can see on my screen after I log in
    • Change password
    • Change Language
    • Searching a list
    • Searching a dropdown list of items

Staff Management

  • Status data report
  • Users
    • Call Recording
    • Resetting user passwords
    • Modifying an existing user account
    • Configuring recording for a user account
    • Chat recording
    • Viewing agent contact details
    • Setting the IVR PIN
    • Viewing agent capability
  • Groups
    • User groups
    • Creating and adding a user group
    • Editing or deleting a user group
    • Copying a user group
  • Roles
    • Roles, privileges and profiles
    • Best practice when creating different versions of a role
    • Managing roles
    • Assigning and Customising Roles and Privileges
  • Break Reasons
    • Managing break reasons
    • Break reasons overview
  • Holiday Lists
    • Create a holiday list
    • Manage Holiday Lists
  • Time Ranges
    • Managing time ranges
    • Creating and adding a time range
    • Defining rules for a relative time range
    • Defining rules for an absolute time range
    • Editing or deleting a time range
    • Copying a time range
  • External Destinations
    • Managing external destinations
    • External destinations

Calls Management

  • Simultaneous ringing overview
  • Scheduling a call
  • Direct calls overview
  • Call data reports
  • Call Flows
    • Call routing flows
    • Modify user-configurable parameters for call flows
    • Call Flow Tutorial
    • Setting up an auto attendant for BC/DR Treatments
    • Call Flow Templates
      • Call Flow Tips and Tricks
      • Call Flow Templates
      • Call Flow Template 1
      • Call Flow Template 2
      • Call Flow Template 3
      • Call Flow Template 4
  • Service Numbers
    • Managing service numbers
    • Update a service numbers call flow or user-configurable parameters
    • Update an existing service number
  • Campaigns
    • Viewing campaign progress
    • Importing lists of campaign numbers
    • Create an outbound campaign
    • Managing outbound campaigns
    • Managing campaign numbers
    • How do campaigns work?
  • Queues
    • Call queue introduction
    • Create a call queue
    • Managing call queues
    • Assigning agent groups to a call queue
    • Configuring agent outbound dialling
    • Configuring wrapup settings
    • Adding queue audio
    • Managing in-queue audio
    • Defining when in-queue announcements are played
    • Configuring opt in/out options for caller recording
    • Customising agent call recording buttons
    • Configuring call recording for queues
    • Defining call-queue KPIs
    • Configuring advanced settings for a call queue
    • Configuring callbacks for a queue
    • Configuring callback slots for a queue
  • Playbooks
    • Managing play books
  • Audio Files
    • Managing audio files
    • System audio files
    • Adding audio announcements
    • Text-to-speech overview
    • Uploading Audio Files
    • Generate text-to-speech audio
  • Area Codes
    • Create an area-code group
    • Managing an area-code group
    • Importing and exporting area-code numbers
  • Number Lists
    • Managing number lists
    • Importing number lists
  • Global Variables
    • Managing global variables
  • Surveys
    • Managing after-call surveys
    • How after-call surveys are handled
    • Configuring survey parameters
  • Call Slots
    • Managing call slots
    • Callback slot announcements
    • What are call slots?
    • What are callbacks?

Flow Management

  • Introduction to Routing Flows and the Flow Editor
  • Benefits of Routing flows
  • Managing Routing Flows
    • Introduction to Node types
    • Node Parameter Values
    • Create and publish a new routing flow
    • Making nodes available from the Node Type library
    • Configuring nodes in a routing flow
    • Configuring variables in a routing flow
    • Adding user-configurable values
    • User-configurable parameter options
    • Additional flow editor functionality
    • Managing existing routing flows
    • Importing or Exporting a routing flow
    • Routing Flow Templates
  • Standard Node Types
    • Call delivery and routing node types
    • Caller interaction node types
    • Branching node types
    • Outdial node types
    • Queue node types
    • Email node types
    • Work-item node types
    • Company configuration node types
    • External destination node types
    • HTTP node types
    • Integrated PBX node types
    • Webchat node types
    • Miscellaneous node types

Webchat Management

  • Webchat overview
  • How the web-client interface works
  • Managing Webchat services
  • Webchat data reports
  • Classifying a webchat
  • Webchat Queues
    • Configuring advanced settings for a chat queue
    • Creating and managing a webchat queue
    • Defining chat-queue KPIs
    • Defining when in-queue announcements are displayed
    • Webchat queues overview
    • Assigning agent assets to a webchat queue
  • Webchat Flows
    • Managing Webchat flows
    • Modify user-configurable parameters for Webchat flows
    • Webchat flow templates
      • Chat flow templates
      • Chat Flow Template 1
      • Chat Flow Template 2
      • Chat Flow Template 3
      • Chat Flow Template 4

Email Management

  • Email overview
  • Email data reports
  • Supporting a shared email address
  • Settings required for adhoc outbound email
  • Classifying an email
  • Email Servers
    • Email Server recommended settings
    • Email Server Setup Guide
    • Viewing the default system email server
    • Viewing the email servers’ status
    • How email servers and authentication work
    • Managing email servers
    • Email Server Setup Guide
      • Email 1: Setting up users for email
      • Email 2: Setting up groups for email
      • Email 3: Creating text blocks for email
      • Email 4: Preparing assets for email
      • Email 5: Creating email classifications
      • Email 6: Creating email queues
      • Email 8: Email server settings
      • Email 7: Email Flow Templates
  • Email Flows
    • Managing email flows
    • Modify user-configurable parameters for email flows
    • Email Flow Templates
      • Email Flow Template 1
      • Email Flow Template 2
      • Email Flow Template 3
  • Email Queues
    • Email queues overview
    • Creating and managing an email queue
    • Defining email-queue KPIs
    • Configuring advanced settings for an email queue
    • Assigning agent assets to an email queue

SMS Management

  • SMS overview
  • Configuring SMS Templates
  • Configuring SMS From Addresses
  • Create an SMS queue
  • Configuring automated SMS
  • Managing SMS queues
  • Outbound SMS data reports

Safe-Pay Management

  • Safe-Pay data reports
  • The cardholder’s view
  • How Safe-Pay works
  • Merchant Configuration
  • Configure Payment Queues
  • PSP Configuration
  • PSP – Link Delivery
  • Editing or deleting a payment queue
  • Configuring Safe-Pay
  • PSP – Additional Parameters
  • PSP – Advanced Limits
  • PSP – Digital Wallets for Stripe PSP Configuration

Agent Assets Management

  • Agent scripts overview
  • Configuring agent scripts
  • Configuring agent script sections
  • Configuring text blocks
  • Managing text blocks
  • Managing attachments

Data Management

  • Reports Management
    • Reports overview
    • Loading or creating a report
    • Scheduling report generation
    • Generating and exporting a contact report
    • Managing contact reports
    • Scheduling contact report generation
    • Agent scripts data
    • Offline Reporting
      • Managing offline reporting destinations
      • The offline reporting datastore
      • Offline reporting events
      • Agent call event fields
      • Agent status event fields
      • Call queue event fields
      • Contact call event fields
      • Missed call event fields
  • Report Types
    • Call data reports
      • Callers report
      • Call flow report
      • Calls report
      • Call transfers report
      • External destination report
      • IVR report
      • Queue transfers report
      • Scheduled calls report
      • Service-number report
      • Call Classifications report
      • Voicemail report
      • Unreturned missed calls report
      • Queues – Abandoned Calls Report
      • Queues – Service Level Report
      • Call trace reports
      • Dropped calls report
      • Queue report
      • Agent report
    • Status data reports
      • Break reasons report
      • Working hours report
    • Diagnostic reports
      • Activity audit report statistics
      • Status change report
    • Email data reports
      • Email agent report
      • Email flow report
      • Email queue report
      • Email classifications report
      • Inbound emails report
      • Outbound email agent report
      • Outbound email recipient report
      • Outbound email template report
    • Webchat data reports
      • Webchat agent report
      • Webchat flow report
      • Webchat queue report
    • Outbound SMS data reports
      • Outbound SMS agent report
      • Outbound-SMS recipient report
      • Outbound SMS template report
    • Safe-Pay data reports
      • Safe-Pay agent report
      • Safe-Pay payments report
  • Wallboards
    • Managing wallboards
    • Customising a wallboard
    • Wallboards overview
    • Filtering the Agents Overview widget
    • Filtering wallboard widgets
    • Filtering the call queues for Company Summary widgets
  • Classifications
    • Managing classifications
    • Classifications Overview

Customer-related tasks

  • CRM overview
  • Creating a new contact record
  • View a customer’s contact record
  • Modifying a customer’s details
  • Deleting webchat conversations from customer contact records
  • Importing customer details
  • Exporting customer details
  • Configuring custom fields and tags
  • Assigning tags to a customer record
  • Managing columns

CRM Integration

  • Contact CRM Integration Developer Guide
  • Salesforce Integration
    • Salesforce Integration overview
    • Salesforce Integration procedure
  • Zendesk Integration
    • Zendesk Integration Overview
    • Installing Contact in Zendesk
    • Contact Zendesk Integration
    • Using Contact with Zendesk
  • Care Connect Integration
    • Using Care Connect
    • Contact Care Connect
  • ConConnect Integration
    • Introduction to ConConnect
    • Configuring ConConnect
    • Install ConConnect
  • Microsoft Dynamics Integration
    • Microsoft Dynamics Integration overview
    • Microsoft Dynamics Integration procedure

System Management

  • Configuring system assets
  • Managing system themes
  • Managing media files
  • Displaying the online help
  • Microsoft Edge Integration
  • Configuring ODS codes for automated NHSE reporting
  • Configuring agents’ unavailability
  • Configuring what agents can view on their web portal
  • Configuring email editor options
  • Channel blending
  • Configuring system channels
  • Changing the blending formula of channels
  • Changing the importance weighting of a channel queue
  • Changing Agent Capacities
  • Configuring an SFTP destination
  • Managing reporting destinations
  • Diagnostics data reports
  • Home
  • Docs
  • System Management
  • Managing system themes
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Managing system themes

Administrators can create themes that define the display of the Contact web interface.

Contact is designed as a fully white-label solution so that it can be rebranded across all portals according to an organisation’s brand.

Add a theme #

  1. Click System > Themes on the menu bar. A list of the themes that are already set up is displayed.
    • A default theme is provided, which you can use as a template on which to base the definition of new themes, rather than defining them from scratch. The current default theme is denoted by an asterisk.
  2. Click Add. The Theme page is displayed.
  3. (Mandatory.) Enter the name of the new theme (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters. The name must be unique within your organisation. Click OK.A template theme (based on the existing default theme but with a new name) is displayed.
  4. To make the new theme the default (template) theme on which to base all new theme definitions, click .
  5. To use the theme, click Make Active.
  6. To define the colours that are used in the display of the Contact web interface, select the Colours tab, scroll down to the appropriate section and enter the hexadecimal code that identifies the colour to be used, for example, #32CD32 (lime green).
  7. To define the images that are used on the web interface, select the Images tab.
    From here, you can define:
    • The logo that is displayed on the login page, its height in pixels (px) and the background image of the login page
    • The logo that is displayed on the topbar, and its height and width (in pixels)
    • The icon that is displayed as a favicon. Depending on the web browser that is used, the favicon might be displayed, for example, in the browser’s address bar, next to the page’s name in a list of bookmarks, or as a desktop icon.
      • To select an image, scroll down to the appropriate section then choose the image from the Media File dropdown list. The images that can be selected depend on the media files that have been uploaded to the system (System > Media Files).
  8. To show or hide online help topics for the Contact web interface, select the Help tab. To hide online help, tick the checkbox. To show online help, clear the checkbox.
  9. Click Save Changes.
Note: Please see Managing media files for further help with media files.

Delete/Copy/Edit a theme #

  1. To delete a theme, select the appropriate theme in the list and click Delete then confirm that you want to delete the theme.
  2. To create an exact copy of a theme:
    • Select the appropriate theme in the list.
    • Click Copy.
    • Enter the name of the copy (up to 100 characters) then click OK.
  3. To edit the details for a theme, select the appropriate theme in the list, reconfigure the parameters as required then click Save Changes.

Definitions #

  • Name: The name of the theme.
  • Make Default Company Theme: Click this to make the theme the default (template) theme on which to base all new theme definitions.
  • Make Active: Click this to use the selected theme.

Colors Tab:

  • Main: The primary and accent colours used on the Contact web interface.
  • Page: The colours used in the topbar, sidebar, and login page background.
  • Queue Status: The colours used to denote the queue statuses: bad, warning and good. Both the font colour and the background colour can be specified.
  • Wallboard
    • Widgets – The colours used for wallboard widgets. These are used for all widgets for which the statistics are not tied to company KPIs.
      • A default font colour and a default background colour can be specified from which clients can set the colour to be used by their particular company. The default values are a black font on a white background.
    • KPI Tolerances – The colours used for widgets for which the statistics are tied to company KPIs to show whether or not KPI thresholds have been breached. Both the font colour and the background colour can be specified. The default colours are:
      • KPI In Tolerance – black font on white background
      • KPI Breached – same as colours defined for Queue Status: bad.
  • Agent Status: The colours used to denote the following agent statuses:
    • Alerting
    • Dialling
    • Busy
    • Available
    • Handling webchat
    • Handling email
    • On a call
    • On a break
    • Exceeded break
    • Call failed
    • In wrapup
    • Offline
  • Chat Display: The colours used to denote the different messages in a webchat:
    • Message from a customer (remote webclient)
    • Message from an agent
    • Whisper message
    • Chat flow message
    • Link highlight

Images Tab

  • Login: The logo that is displayed on the login page, its height in pixels (px), and the background image of the login page.
  • Topbar: The logo that is displayed on the page banner, and its height and width (in pixels)
  • Favicon: The icon that is displayed as a favicon. Depending on the web browser that is used, the favicon might be displayed, for example, in the browser’s address bar, next to the page’s name in a list of bookmarks, or as a desktop icon.

Help Tab

  • Help Display: Whether or not online help topics for the Contact web interface are hidden.
How did you find this training?
Configuring system assetsManaging media files
Table of Contents
  • Add a theme
  • Delete/Copy/Edit a theme
  • Definitions

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