From Bright Pattern Documentation
< 5.19:Agent-guide | Work | Contacts
| Line 9: | Line 9: | ||
== Tutorials == | == Tutorials == | ||
| − | Learn more about using the Search and Preview Records features in this guide's Tutorials section. | + | 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/Search/AdvancedSearch| Advanced Search]] | ||
* [[Agent-guide/Tutorials/Contacts/HowtoCreateaNewContact| How to Create a New Contact]] | * [[Agent-guide/Tutorials/Contacts/HowtoCreateaNewContact| How to Create a New Contact]] | ||
Revision as of 21:43, 25 September 2019
<translate>= 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.
- Advanced Search
- How to Create a New Contact
- How to Add to an Existing Contact
- How to Create New Cases
- Using URL Variations to Access Case and Contact Information
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