From Bright Pattern Documentation
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* [[Agent-guide/Tutorials/Contacts/HowtoCreateaNewContact| How to Create a New Contact]] | * [[Agent-guide/Tutorials/Contacts/HowtoCreateaNewContact| How to Create a New Contact]] | ||
* [[Agent-guide/Tutorials/Contacts/HowtoAddtoanExistingContact| How to Add to an Existing Contact]] | * [[Agent-guide/Tutorials/Contacts/HowtoAddtoanExistingContact| How to Add to an Existing Contact]] | ||
| + | *[[Agent-guide/Tutorials/Contacts/HowtoMergeContacts| How to Merge Contacts]] | ||
* [[Agent-guide/Tutorials/Cases/HowtoCreateNewCases| How to Create New Cases]] | * [[Agent-guide/Tutorials/Cases/HowtoCreateNewCases| How to Create New Cases]] | ||
* [[Agent-guide/Tutorials/Search/URLVariationsforCaseandContact | Using URL Variations to Access Case and Contact Information]] | * [[Agent-guide/Tutorials/Search/URLVariationsforCaseandContact | Using URL Variations to Access Case and Contact Information]] | ||
Latest revision as of 09:56, 12 August 2024
Search & Preview Records Overview
Agent Desktop's section Search & Preview Records is where case and contact information is stored and can be searched for. Note that prior to Bright Pattern Contact Center version 5.3.0, Search & Preview Records was known as Contacts.
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.