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<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-center-administrator-guide/CaseandContactManagement/ImportandExport|Contact Import & Export]]. | |||
== Articles == | |||
The following is a list of articles in this section: | |||
* [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface| Search & Preview Records Interface]] | |||
== Tutorials == | |||
Learn more about using the Search and Preview Records features in this guide's Tutorials section. | |||
* [[Agent-guide/Tutorials/Search/AdvancedSearch| Advanced Search]] | |||
* [[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/Cases/HowtoCreateNewCases| How to Create New Cases]] | |||
* [[Agent-guide/Tutorials/Search/URLVariationsforCaseandContact | Using URL Variations to Access Case and Contact Information]] | |||
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Revision as of 19:58, 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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