Suggested Search: Admin Guide, User Guide, Release Notes
Suggested Search: Admin Guide, User Guide, Release Notes

Edit a Layout

  1. Log in to Salesforce and access SMS-Magic Converse.
  2. Click the Converse Settings tab.

  3. Click Conversations section on the left.
  4. Click the Converse Desk Layouts tab.

    5.  
  5. Under Edit, click next to the layout you want to modify and then click Edit from the drop-down menu that appears. The Edit Layout pop-up window appears.

  6. Under Conversation Filters, select the filters you require or clear those that are not relevant.
  7. Under Global Filters, select the filters you require or clear those that are not relevant.
  8. Add or remove the user and user profile names in the Select User, Profile field.
  9. Click Save.
  10. Click Save Changes at the bottom of the Converse Desk Layouts tab page.

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