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. The search returns a maximum of 100 results.

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.
8. Specify which interaction types (channels) are included in the Interaction Search view list of interactions. See contact.history.media-filters.

End