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= Enabling advanced search for Contact Interaction History=
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You can enable advanced searching in the Contact History window for agents in your contact and configure which advanced search options are displayed in the Agent Desktop. With advanced searching enabled, agents can search contact history by date range, interaction type, and specific default and custom attributes.
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'''Start'''
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#Activate the basic search privilege. See [[Contact#privilege.contact.can-search-contact-history|privilege.contact.can-search-contact-history]].
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#Enable advanced searching. See [[Contact#privilege.contact.can-advanced-search-contact-history|privilege.contact.can-advanced-search-contact-history]].
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#Enable the filtering of interactions in the '''Contact History''' view. See [[Contact#privilege.contact.can-filter-contact-history|privilege.contact.can-filter-contact-history]].
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#Define the list of attributes displayed on the '''Advanced Search''' window. See [[Contact#contact.history-search-attributes|contact.history-search-attributes]].
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#Define the list of date search options on the '''Advanced Search''' window. See  [[Contact#contact.date-search-types|contact.date-search-types]].
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'''End'''
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[[Category:V:HTCC:8.5.2]]

Revision as of 17:52, November 4, 2016

Enabling advanced search for Contact Interaction History

You can enable advanced searching in the Contact History window for agents in your contact and configure which advanced search options are displayed in the Agent Desktop. With advanced searching enabled, agents can search contact history by date range, interaction type, and specific default and custom attributes.

Start

  1. Activate the basic search privilege. See privilege.contact.can-search-contact-history.
  2. Enable advanced searching. See privilege.contact.can-advanced-search-contact-history.
  3. Enable the filtering of interactions in the Contact History view. See privilege.contact.can-filter-contact-history.
  4. Define the list of attributes displayed on the Advanced Search window. See contact.history-search-attributes.
  5. Define the list of date search options on the Advanced Search window. See contact.date-search-types.

End

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