From Bright Pattern Documentation
< 5.19:Agent-guide | Work | Contacts
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''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. | ''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. | ||
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'''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-center-administrator-guide/CaseandContactManagement/ImportandExport|Contact Import & Export]]. | '''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-center-administrator-guide/CaseandContactManagement/ImportandExport|Contact Import & Export]]. | ||
| − | == Articles == | + | == Articles == <!--T:3--> |
The following is a list of articles in this section: | The following is a list of articles in this section: | ||
* [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface| Search & Preview Records Interface]] | * [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface| Search & Preview Records Interface]] | ||
| − | == Tutorials == | + | == Tutorials == <!--T:4--> |
Learn more about using the Search and Preview Records features in this guide's [[Agent-guide/Tutorials/Contacts/Overview|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]] | ||
Revision as of 04:22, 25 June 2020
<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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