Global manager status This article describes the different types of user/manager status and how they determine the automatic distribution of orders and calls. false W3sidGl0bGUiOiJTYWxlcyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvIn0seyJ0aXRsZSI6Ik1hbmFnZXJzIiwidXJsIjoiL3VzZXJzL29wZXJhdGluZy1hY3Rpdml0eS9tYW5hZ2Vycy8ifV0= Sales /users/operating-activity/ ["users","Sales"] ["users","Sales","Managers"] users

Global manager status

This article describes the different types of user/manager status and how they determine the automatic distribution of orders and calls.

Status is the global status of the manager, which is set in the system. There are 4 types of global status: “Free”, “Busy”, “At lunch”, “Break”.

In case of logging out and re-authorisation in the system, the selected status is saved.

By default, a new user is assigned the status “Free”.

Online status is the manager’s authorisation status in the system, i.e. the manager’s actual presence in the system.

Status and online status affect the automatic distribution of orders, dialogs and calls (if the connected telephony supports such a feature).

Logic of operation of the user online status

What status will a user have if they have left the RetailCRM tab open on the device but do not perform any actions for a long time?

The user will have the online status.

Can the system detect that the user is online if RetailCRM is open in a browser, but the tab itself is not active at the moment?

The system can detect that the user is online. However, it should be taken into account that the user’s browser may unload active tabs from memory, which can lead to the online status no longer being displayed. A similar situation occurs when RetailCRM is open in the browser, but the browser itself is minimized.

How long after closing the RetailCRM tab will the user be switched to the offline status?

User status changes to offline 90 seconds after closing the tab or logging out from the system.

Thank you for your feedback.
Was this article helpful?
No
  • The recommendations did not help
  • There is no answer to my question
  • The text is difficult to understand
  • I do not like the described functionality
Yes
Previous article
Personal user profile
On the individual user edit page, you can change the user's main data, password, and set additional settings.
Next article
Working with requests to support@retailcrm.pro
This article describes how to create and send a request to technical support; how to access correspondence history, as well as how to review the responses of the support team.