From Bright Pattern Documentation
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| − | <translate>= Overview =
| + | #REDIRECT [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface]] |
| − | One of Agent Desktop's many useful features is the ''Contacts'' section. From Contacts, you may quickly reference a wide variety of stored information. The Contacts section stores information about:
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| − | * A person's contact details
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| − | * Activity history
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| − | * Cases
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| − | * Call recordings
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| − | * Chat transcripts
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| − | All information is searchable, enabling you to look up records and contact information, even while handling an active conversation.
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| − | [[File:Contacts-General-Image-50.PNG|800px|thumbnail|center|Agent Desktop Contacts section overview]] | |
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| − | == How to Access Contacts ==
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| − | The Contacts section of Agent Desktop is accessed by clicking the Contacts icon [[File:AD-Contacts-50.png|26px]] in the main menu.
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| − | Upon opening Contacts, you will first see the Search page, which allows you to search all stored contacts in your contact center. From there, you can do the following:
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| − | * Enter [[agent-guide/Search|Search]] terms for quick lookup
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| − | * Open [[agent-guide/WaystoAccessContacts|Contact]] details
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| − | * [[agent-guide/HowtoCreateaNewContact|Create]]Create new contacts
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| − | * [[agent-guide/HowtoAddtoanExistingContact|Delete]] contacts
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| − | * Browse [[agent-guide/Cases|Cases]]
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| − | </translate>
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Revision as of 19:53, 25 September 2019
