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< 5.2:Agent-guide
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  1. コンタクト検索結果リストを開いて、画面の下にある作成ボタンをクリックします。
  2. コンタクト詳細フォームが表示され、コンタクト情報の入力ができます。
  3. 保存をクリックします。

"Add New" Option on Contact Pop-Up

  1. On the Active Conversations List, click the Recent tab.
  2. Hover your mouse cursor over the contact's name.
  3. If no details have been saved for that contact, the contact summary pop-up will provide links labeled new contact and add to existing.
    Click "new contact"
  4. Click new contact.
  5. The Add New Record pop-up will appear with four basic fields to complete: name, phone extension (which may be pre-filled for you), email, and photo.
    Add New Record
  6. Click Create to create a simple record quickly, or click Add and Edit to add more information to an existing contact.


  1. On your calendar, add a new event.
  2. Click the + sign at the bottom of the pane where you edit event details. The + sign allows you to assign a contact to the event.
    Assign a contact to a calendar event
  3. Click Enter manually (or directory).
    Assign a new contact by typing in the name
  4. Enter the name of the new contact and select the checkbox for create contact.
    Type in the name of your contact
  5. At the top of the pane, click Save. If you do not save the event details, your new contact will not be created.
    Save details
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