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• 5.2

Search

The Contacts Search page allows you to search all stored contacts in your contact center, as well as manage contact entries, view contact details, navigate to activity history, and browse cases.

Clicking on any contact's name in the list of contacts will open the Details form for that contact, which displays all contact information available for that individual person.


Contacts Search


How to Use Search

In the text entry field at the top of the screen, you can enter search terms for quick lookup of specific keywords found in stored contacts. If your search returns results, you will see a list of contacts that include the search term you entered.


Enter search term


Managing Contacts

Buttons at the bottom of the Search page allow you to manage contacts.


Managing-Contacts-Search-50.png


  • To create a new contact, click Create.
  • To open contact details for a selected person, click Open.
  • To delete a contact, click Delete.


Accessing Cases

From the Search page, you can navigate to Cases by clicking the Cases tab at the top right of the page. Any stored cases that you have handled will be listed on the screen. You can sort and search cases.


Cases tab


To return to Contacts Search, click the Contacts tab.

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