From Bright Pattern Documentation
< 5.19:Agent-guide | Work | Contacts
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| − | + | = Contacts Overview = | |
| − | + | ''Search & Preview Records'' (formerly known as Contacts) is where cases and contact records are located, as well as a search bar that allows you sort through them quickly and easily. The following is an overview of what you will see in this section of Agent Desktop. | |
| − | + | '''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-center-administrator-guide/CaseandContactManagement/ImportandExport|Contact Import & Export]]. | |
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| + | == Articles == | ||
| + | The following is a list of articles in this section: | ||
| + | * [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface| Search & Preview Records Interface]] | ||
| − | + | == Tutorials == | |
| − | + | Learn more about using the Search and Preview Records features in this guide's [[Agent-guide/Tutorials/Contacts/Overview|Tutorials]] section. | |
| − | + | * [[Agent-guide/Tutorials/Search/AdvancedSearch| Advanced Search]] | |
| − | + | * [[Agent-guide/Tutorials/Contacts/HowtoCreateaNewContact| How to Create a New Contact]] | |
| − | + | * [[Agent-guide/Tutorials/Contacts/HowtoAddtoanExistingContact| How to Add to an Existing Contact]] | |
| − | + | * [[Agent-guide/Tutorials/Cases/HowtoCreateNewCases| How to Create New Cases]] | |
| − | == | + | * [[Agent-guide/Tutorials/Search/URLVariationsforCaseandContact | Using URL Variations to Access Case and Contact Information]] |
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Latest revision as of 04:01, 29 May 2024
Contacts Overview
Search & Preview Records (formerly known as Contacts) is where cases and contact records are located, as well as a search bar that allows you sort through them quickly and easily. The following is an overview of what you will see in this section of Agent Desktop.
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.
Articles
The following is a list of articles in this section:
Tutorials
Learn more about using the Search and Preview Records features in this guide's Tutorials section.