Jump to: navigation, search
Line 1: Line 1:
 
= Enabling advanced search for Contact Interaction History=
 
= 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.
+
{{Chgbar_open}}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. The search returns a maximum of 100 results.{{Chgbar_close}}
  
 
'''Start'''
 
'''Start'''

Revision as of 14:39, January 19, 2017

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. The search returns a maximum of 100 results.

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

Comments or questions about this documentation? Contact us for support!