From Bright Pattern Documentation
< 5.19:Agent-guide | Tutorials | Contacts
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| − | <translate>= How to Create a New Contact= | + | <translate>= How to Create a New Contact= <!--T:1--> |
There are several ways to create a new contact (i.e., add a new record) in Agent Desktop. You can enter details for a new contact manually via the Contacts search results, or you can add a new record quickly from a number of contact summary pop-ups. The ways to create a new contact are described as follows. | There are several ways to create a new contact (i.e., add a new record) in Agent Desktop. You can enter details for a new contact manually via the Contacts search results, or you can add a new record quickly from a number of contact summary pop-ups. The ways to create a new contact are described as follows. | ||
| − | == Search Results == | + | == Search Results == <!--T:2--> |
# On the Contacts Search results list, click the '''Create''' button at the bottom of the screen.[[File:Managing-Contacts-Search-50.png|800px|thumbnail|center|Filling in the contact Details form]] | # On the Contacts Search results list, click the '''Create''' button at the bottom of the screen.[[File:Managing-Contacts-Search-50.png|800px|thumbnail|center|Filling in the contact Details form]] | ||
# The Contact Details form will open, and from there, you can enter all contact information.[[File:Create-New-Contact-50.png|800px|thumbnail|center|Filling in the contact Details form]] | # The Contact Details form will open, and from there, you can enter all contact information.[[File:Create-New-Contact-50.png|800px|thumbnail|center|Filling in the contact Details form]] | ||
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| − | == "Add New" Option on Contact Pop-Up == | + | == "Add New" Option on Contact Pop-Up == <!--T:3--> |
# On the Active Conversations List, click the ''Recent'' tab. | # On the Active Conversations List, click the ''Recent'' tab. | ||
# Hover your mouse cursor over the contact's name. | # Hover your mouse cursor over the contact's name. | ||
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| − | == Calendar == | + | == Calendar == <!--T:4--> |
# On your calendar, add a new event. | # On your calendar, add a new event. | ||
# Click the + sign at the bottom of the pane where you edit event details. The + sign allows you to assign a contact to the event.[[File:Calendar-Assign-Contact-50.png|800px|thumbnail|center|Assign a contact to a calendar event]] | # Click the + sign at the bottom of the pane where you edit event details. The + sign allows you to assign a contact to the event.[[File:Calendar-Assign-Contact-50.png|800px|thumbnail|center|Assign a contact to a calendar event]] | ||
Revision as of 04:20, 25 June 2020
<translate>= How to Create a New Contact= There are several ways to create a new contact (i.e., add a new record) in Agent Desktop. You can enter details for a new contact manually via the Contacts search results, or you can add a new record quickly from a number of contact summary pop-ups. The ways to create a new contact are described as follows.
Search Results
- On the Contacts Search results list, click the Create button at the bottom of the screen.
- The Contact Details form will open, and from there, you can enter all contact information.
- Click Save.
"Add New" Option on Contact Pop-Up
- On the Active Conversations List, click the Recent tab.
- Hover your mouse cursor over the contact's name.
- If no details have been saved for that contact, the contact summary pop-up will provide links labeled new contact and add to existing.
- Click new contact.
- The Add New Record pop-up will appear with four basic fields to complete: name, phone extension (which may be pre-filled for you), email, and photo.
- Click Create to create a simple record quickly, or click Add and Edit to add more information to an existing contact.
Calendar
- On your calendar, add a new event.
- Click the + sign at the bottom of the pane where you edit event details. The + sign allows you to assign a contact to the event.
- Click Enter manually (or directory).
- Enter the name of the new contact and select the checkbox for create contact.
- At the top of the pane, click Save. If you do not save the event details, your new contact will not be created.
</translate>