The User Interface

Customization

Your company can adapt ConSol CM to its individual requirements. This process is usually called customization and it affects the user interface of the Web Client, the data models for tickets, customers and resources, and the workflows and activities.

The following aspects of the user interface can be customized:

• Layout
  Colors, fonts and images
• Menus
  The main menu, the links, and the context menus (available clicking on the small grey triangle) . The entries might appear or not and the names can differ.
• Dashboard
  Content and layout of the dashboard
• Main working area
  Structure of tickets, customer pages, and resource pages
• Labels
  Naming of objects in the Web Client
• Icons
  Ticket, customer, and resource icons
• Activities
  The workflow activities for tickets, the customer activities for contacts and companies, and the resource activities

The Layout of the Web Client

The layout of the ConSol CM Web Client depends on the skinning, i.e., the graphical design which has been developed for your specific CM system. The skinning usually includes colors, fonts, and images matching the corporate design of your company.

Here are two examples of the overall layout. The first one is the standard layout. You will see this layout if your company does not use a customized layout for the Web Client. The second example is from an installation of PinkCoffee, a fictional company used in demo environments.

Figure 7: Standard layout

Figure 8: Layout of PinkCoffee

As you see in the above screenshots, PinkCoffee uses an installation where several aspects are customized:

• The PinkCoffee logo is shown in the upper left corner of the screen.
• The dashboard features a customized graphic.
• The additional links Reporting and FAQ were added to the main menu.
• The Web Client uses a different wording as tickets are called cases.

The screenshots in this manual were taken from an installation with the standard layout. You might find a completely different layout in your Web Client, depending on your company's corporate design.