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• 5.19 • 5.3 • 5.8

Search Tutorials

Agent Desktop's Search and Preview Records section, formerly known as Contacts, contains the search bar that allows you to look up contacts, cases, and much more. Search tutorials will show you how to use Agent Desktop's search bar as well as shortcuts to access case and contact information.

For more information, see Search and Preview Records Overview as well as our Contacts tutorials.