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= Enabling the Interactions Search view=
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In Workspace Web Edition, you can enable the '''Interactions Search''' view. When enabled, the agent can select '''Interactions Search''' from the main menu and then use a variety of advanced search controls to locate the interactions that they want to view.
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'''Start'''
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#Activate the '''Interaction Search''' view. See [[Contact#privilege.contact.can-search-all-interactions|privilege.contact.can-search-all-interactions]].
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#Enable advanced searching. See [[Contact#privilege.contact.can-advanced-search-all-interactions|privilege.contact.can-advanced-search-all-interactions]].
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#Enable the filtering of interactions. See [[Contact#privilege.contact.can-filter-all-interactions|privilege.contact.can-filter-all-interactions]].
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#Define the list of attributes that the agent can select in the '''Quick Search''' view. See [[Contact#contact.all-interactions-quick-search-attributes|contact.all-interactions-quick-search-attributes]].
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#Define the list of attributes that the agent can select in the '''Advanced Search''' view. See [[Contact#contact.history-search-attributes|contact.history-search-attributes]].
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#Define the list of search types that the agent can use to define a date range for the search. See [[Contact#contact.date-search-types|contact.date-search-types]].
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#Define the columns displayed in the returned search results. See [[Contact#contact.all-interactions-displayed-columns|contact.all-interactions-displayed-columns]].
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'''End'''
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[[Category:V:HTCC:8.5.2]]

Revision as of 17:52, November 4, 2016

Enabling the Interactions Search view

In Workspace Web Edition, you can enable the Interactions Search view. When enabled, the agent can select Interactions Search from the main menu and then use a variety of advanced search controls to locate the interactions that they want to view.

Start

  1. Activate the Interaction Search view. See privilege.contact.can-search-all-interactions.
  2. Enable advanced searching. See privilege.contact.can-advanced-search-all-interactions.
  3. Enable the filtering of interactions. See privilege.contact.can-filter-all-interactions.
  4. Define the list of attributes that the agent can select in the Quick Search view. See contact.all-interactions-quick-search-attributes.
  5. Define the list of attributes that the agent can select in the Advanced Search view. See contact.history-search-attributes.
  6. Define the list of search types that the agent can use to define a date range for the search. See contact.date-search-types.
  7. Define the columns displayed in the returned search results. See contact.all-interactions-displayed-columns.

End

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