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| − | <translate>= How to Display Call List Columns in Agent Desktop Search Results =
| + | #REDIRECT [[Form-builder-reference-guide/SearchableCallListColumns]] |
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| − | In the example presented here, an agent should see the "List Records" screen in Agent Desktop during a campaign call. The way this screen looks (i.e., what columns are displayed) is defined by the ''Search grid columns'' setting. This setting is used to define the columns that will be shown as a search result.
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| − | [[File:01-Calling-List-Results-Agent-Desktop-53.png|800px|thumb|center|List records in Agent Desktop]]
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| − | == Action 1: Create a Call List with Searchable Fields ==
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| − | To begin, you will need to create and upload a calling list in section [[Contact-center-administrator-guide/Lists#List_Import|Lists]]. In the list import wizard, Fields screen, list columns must be marked as [[Contact-center-administrator-guide/Lists#Fields_screen|searchable]]. Note that call list fields cannot be marked as searchable after they have been uploaded, so it is very important not to miss this step!
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| − | [[File:02-Calling-List-Searchable-Fields-53.png|650px|thumb|center|Mark the appropriate fields as "Searchable"]]
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| − | == Action 2: Connect the Call List to a Campaign ==
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| − | After creating your call list, you will need to associate it with a [[Contact-center-administrator-guide/ServicesandCampaignsOverview|campaign]]. This can be done in section Lists by clicking '''add''' in the ''Campaigns'' setting.
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| − | == Action 3: Create Custom Activity History Fields ==
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| − | Next, you will need to create custom Activity History fields. This is done in section [[Contact-center-administrator-guide/CustomFields#Activity_History|Custom Fields > Activity History]]. In configuring this your custom fields, make sure to mark them as [[Contact-center-administrator-guide/CustomFields#Searchable_4|searchable]].
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| − | [[File:03-Custom-Fields-Activity-History-53.png|650px|thumb|center|Create custom Activity History fields]]
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| − | == Action 4: Create a Form with the Custom Activity History Fields ==
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| − | 4. Add the custom activity fields to a form in a Data Field (Activity History)
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| − | [[File:04-Custom-Fields-Activity-History-in-Activity-Form-53.png|650px|thumb|center|Add the custom Activity History fields to the form]]
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| − | == Action 5: Define Search Grid Columns ==
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| − | 8. Finally, back in Forms > Activity > "Search grid columns," you can add the form field with the associated custom field content
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| − | [[File:Search-Grid-Columns-53.PNG|650px|thumb|center|Configuring "Search grid columns"]]
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| − | == Action 6: Map the Custom Activity History Fields to the Call List Fields ==
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| − | 5. Go back to the blended campaign > Activity Tab
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| − | 6. Edit the "Pre-fill activity history custom fields from the following lists"
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| − | 7. From here, you will have the option to associate the custom field with the list field
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| − | [[File:Pre-Fill-Activity-History-Custom-Fields-From_List-53.PNG|650px|thumb|center|Map the form fields to the call list fields]]
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| − | 1. Let's say you create a custom form with custom fields.
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| − | 2. Form is assigned to a blended campaign
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| − | 3. form fields are associated with the list columns
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| − | 4. both form fields and list columns are set to be searchable
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| − | 5. The form fields can be text for example and have to be associated with list columns in campaign settings.
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| − | 7. You would need to configure the mapping between activity history custom fields and the list columns.
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| − | 8. Please also make sure list fields are searchable, this can be configured while importing the list.
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| − | </translate>
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