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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:

• Search & Preview Records Interface

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 Merge Contacts
• How to Create New Cases
• Using URL Variations to Access Case and Contact Information< Previous | Next >