From Bright Pattern Documentation
Jump to: navigation, search
• 5.19 • 5.3 • 5.8

<translate>= Search & Preview Records Interface = Search & Preview Records (formerly known as Case and Contact Management) is where cases and contact records are located, as well as a search bar that allows you to easily find what you're looking for. The following is an overview of what you will see in this section of Agent Desktop.

Main Page

The main page of Search & Preview Records comprises the three features of the section: the search bar, contacts, and cases. Below these features, you will see your saved contacts, which can be accessed by highlighting a record and clicking the Open Open-Contact-53.PNG button or double-clicking on the record. Additionally, you may add a contact by clicking the Create Create-Contact-53.PNG button or remove a contact by clicking the Delete Delete-Contact-53.PNG button.


Search & Preview Records main screen


Search Bar

Located at the top of the section, the search bar is accessible whether you are on the main page, looking in a contact record, or at cases. For more information about the types of searches you can conduct, see Advanced Search.


Search bar


Contact Records

Details Tab

Details tab


Activities Tab

Activities tab


Pending Tab

Pending tab


Cases Tab

Cases tab


Cases

All cases



</translate>

< Previous | Next >