Search & Preview Records Overview
Agent Desktop's section Search & Preview Records is where case and contact information is stored and can be searched for. Note that prior to Bright Pattern Contact Center version 5.3.0, Search & Preview Records was known as Contacts.
Note: The Bulk Export/Import Contacts feature available in this section prior to release 5.3.2 was removed and added to the Contact Center Administrator application, section Contact Import & Export.
The following is a list of articles in this section:
Learn more about using the Search and Preview Records features in this guide's Tutorials section.
- Advanced Search
- How to Create a New Contact
- How to Add to an Existing Contact
- How to Create New Cases
- Using URL Variations to Access Case and Contact Information