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| − | <translate>= General Settings= | + | <translate>= General Settings= <!--T:1--> |
Case & Contact Management settings allow you to make system-wide changes to how cases and contacts are treated in Agent Desktop. Currently, the General Settings section includes the following setting. Note that the settings shown here apply only to Case & Contact Management, and they differ from the general settings shown in [[contact-center-administrator-guide/GeneralSettings|Call Center Configuration]]. | Case & Contact Management settings allow you to make system-wide changes to how cases and contacts are treated in Agent Desktop. Currently, the General Settings section includes the following setting. Note that the settings shown here apply only to Case & Contact Management, and they differ from the general settings shown in [[contact-center-administrator-guide/GeneralSettings|Call Center Configuration]]. | ||
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[[File:Case-and-Contact-General-Settings-523-1.PNG|650px|thumbnail|center|Case & Contact Management > General Settings]] | [[File:Case-and-Contact-General-Settings-523-1.PNG|650px|thumbnail|center|Case & Contact Management > General Settings]] | ||
| − | == Pin cases automatically to the creating user == | + | == Pin cases automatically to the creating user == <!--T:3--> |
Selecting this checkbox allows cases created from an active call or chat to be automatically pinned to the creating agent. Automatically pinning interactions helps agents to keep better track of work by preventing important chats and calls from getting lost. | Selecting this checkbox allows cases created from an active call or chat to be automatically pinned to the creating agent. Automatically pinning interactions helps agents to keep better track of work by preventing important chats and calls from getting lost. | ||
| − | == Display contacts and cases for default search results == | + | == Display contacts and cases for default search results == <!--T:4--> |
If this checkbox is checked, when an agent uses the search bar in ''My Cases'', the results display the first 200 cases/contacts, newest first (sorted by creation date/time in descending order). If it is unchecked, no search information is displayed; the agent will see "Enter search criteria" in the middle of the table, instead. The default setting is checked. | If this checkbox is checked, when an agent uses the search bar in ''My Cases'', the results display the first 200 cases/contacts, newest first (sorted by creation date/time in descending order). If it is unchecked, no search information is displayed; the agent will see "Enter search criteria" in the middle of the table, instead. The default setting is checked. | ||
Revision as of 17:03, 15 October 2018
<translate>= General Settings= Case & Contact Management settings allow you to make system-wide changes to how cases and contacts are treated in Agent Desktop. Currently, the General Settings section includes the following setting. Note that the settings shown here apply only to Case & Contact Management, and they differ from the general settings shown in Call Center Configuration.
Pin cases automatically to the creating user
Selecting this checkbox allows cases created from an active call or chat to be automatically pinned to the creating agent. Automatically pinning interactions helps agents to keep better track of work by preventing important chats and calls from getting lost.
Display contacts and cases for default search results
If this checkbox is checked, when an agent uses the search bar in My Cases, the results display the first 200 cases/contacts, newest first (sorted by creation date/time in descending order). If it is unchecked, no search information is displayed; the agent will see "Enter search criteria" in the middle of the table, instead. The default setting is checked.
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