Directories

All talkbase directory data is indexed and stored locally for maximum performance, freeing up console capacity for other tasks such as dynamic field positioning, color coding text coloring, content analysis and much more.

Support for multiple directories

Although talkbase supports multiple directories, all data is stored and located in one single database table. A key with each row allows direct association with one specific directory. By specifying the directory key as a search criterion, this architecture enables searches in either a single directory or all directories, while maintaining the usage of the performant indexes of the built-in search engine. All directories accessible to operators are displayed in the GUI and can be switched using a hotkey or with the cursor.

Configurable column arrangement

Talkbase allows operators to fully configure call views and search results. Special administration tabs are built into the tool for maximum user-friendliness. The administrator is able to specify an unlimited number of columns and related fields for search results in each of the directories. Fields can be moved around and rearranged using the drag & drop functionality. A preview of a search result row is displayed immediately, to help the administrator with his work.

Note: similar configurations exist for other parts of the talkbase GUI.

Flexible directory columns

Talkbase stores all directory data in one single table that consists of about 200 predefined fields, which can be used to meet each customer’s needs. The administrator is able to define and hide name fields in the directory table. Typing the field names into the label box enables the field to be used in talkbase. With over 200 predefined fields, every administrator is able to customize the attendant console.

Configurable colors and icons

Specific color codes can be defined for each database field, allowing content-specific field color and icons. The configuration below shows a gender field specification in a healthcare environment. In addition, specific icons can be assigned to any of these contents, thus producing so-called “non-directory-fields”. This is typically used for search result lists where icons help save valuable screen space.

Add, edit and delete directory entries

Operators are able to contribute to directory content by adding new entries and modifying or deleting existing ones. Adding a new directory is done in a matter of seconds. The directory for new entries is created and displayed in real time in the detailed view.

Tags (Keywords)

An unlimited number of tags may be assigned to each directory entry. Tags are usually maintained by operators, as they facilitate searching for specific groups of people, or people with specific functions and roles. Like all other fields, the tags are inserted into the search index, allowing performant searches.

Tags can easily be added and removed from an entry. In order to prevent similar keywords from being used too often, a dropdown list displays matching, existing tags during additions and enables operators to select options from a list. A special icon flag can be used within search results, showing whether an entry has associated tags.

Notes

A note field is included with every directory entry, allowing operators to manage multi-line team notes.

Absences

Talkbase enables its operators to maintain specific lists with absences for each directory entry. Absences are shown in a separate group and in a detailed view.

Calendar information from Exchange

Outlook-based absences are taken into account and talkbase queries these absences in real time whenever needed, merging them into the list of talkbase-specific absences or to display the corresponding icons in the search results. Based on the total of Outlook and native absences, colored icons provide information about the absence status of users in the search results. Based on the total of Outlook and native absences, colored icons provide information about the absence status of users in the search results.

Active Directory Integration

Talkbase is closely linked with Microsoft Active Directory and uses specific user data for displaying information on screen and for user management in talkbase. If required, directory data can be transferred on a 1:1 basis from the Active Directory to talkbase directories, once, periodically or whenever the AD is updated, so that the master role can be assigned to the Active Directory via talkbase directories.