5.2:Agent-guide/WaystoAccessContacts/ja

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• 5.19 • 5.2

コンタクトのアクセス方法

エージェントデスクトップでは、コンタクト詳細を表示する方法はたくさんあります。

You can access contacts by

• Searching and opening a list of contact results (see Contact Search, where the search combs all text and address/phone fields)
  

  Contact Search results
• Clicking on a photo on a contact pop-up
  

  Clicking on a photo on a contact pop-up
• Viewing a case
  

  Mousing over a contact's name from a case
• Clicking or mousing over the email address bar. Mousing over an email shows an email message icon to the right of it; clicking the icon creates a new email case with a new draft.
  

  Mousing or clicking a contact's name in the email address bar
• Browsing the directory and recent conversations list and mousing over a person's name or a conversation. Mousing over a phone number shows the SMS message and phone icons; clicking on either creates a new call or SMS chat. If there is a conversation with this contact already, the chat or call is merged into that conversation.
  

  Mousing over a contact's name in the directory
• Clicking on a photo on the top bar during a conversation
  

  Mousing over a contact's name during a call
• Clicking on a photo in the calendar when an event has a linked contact
  

  Mousing over a contact's name linked to a calendar event
• Entering a contact link in the Search input field
  

  Using the Search input field
• Clicking or mousing over on a contact link in an internal chat
  

  Clicking or mousing over a contact during chat
• Clicking on details presented to you in screen pop

Presentation of Contact Details

A contact's details are displayed as either a form or a list.

• A Summary form presents the summary of a contact, name, photo, and essential addresses.
  

  Contact details
• A Detail form includes the same information as the Summary form, plus other detailed information, such as description, birthday, and so forth.
  

  Contact details
• The list of pending items shows cases and calendar events.
• The list of associated completed activities shows all finished activities/interactions that are associated with the contact.
  File:Activities-List-Details-50.png

  List of completed activities
• The list of associated cases shows all cases/emails associated with the contact.
  

  List of cases

The contents of forms can be edited by clicking the Edit button.

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