From Bright Pattern Documentation
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| − | Agent Desktop's Search & Preview | + | 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''. |
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| + | '''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]]. | ||
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| + | == Articles == | ||
| + | The following is a list of articles in this section: | ||
| + | * [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface| Search & Preview Records Interface]] | ||
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| + | == Tutorials == | ||
| + | Learn more about using the Search and Preview Records features in this guide's [[Agent-guide/Tutorials/Search/Overview|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 21:55, 25 September 2019
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:
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