PEC-AS/Current/ManageCC/Contacts - Revision history

Mwest: Text replacement - "Agent Desktop" to "Agent Workspace"

2022-08-16T13:57:33Z

Text replacement - "Agent Desktop" to "Agent Workspace"

Monique.gionet@genesys.com: Published

2021-01-27T14:02:28Z

Published

Mgionet: Published

2020-09-17T16:07:18Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:31:14Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:44:38Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Jerickso: Published

2020-06-08T17:42:19Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Contacts
|Application=Agent Setup
|Role=Administrator
|TocName=Contacts
|Platform=PureEngage
|ComingSoon=No
|Context=Configure contacts in Agent Desktop so agents can manage their own list of contacts and contact history.
|Section={{Section
|sectionHeading=
|Media=Image|anchor=|alignment=Horizontal|structuredtext=In the '''Contact''' section of the '''Contact Center Settings''' tab, you can enable the following options:
*'''Contact''' enables agents to access contact features.
*'''UCS for Voice''' enables the Universal Contact Server to generate voice interaction history in Agent Desktop. This option is enabled when the '''Contact''' and '''Voice''' check boxes are selected.
*'''Assign Contact''' enables agents to assign contacts to an interaction. This option is enabled when the '''Contact''' check box is selected.
*'''Save Contact''' enables agents to modify contacts.
*'''Delete Contact''' enables agents to delete contacts.
*'''Use Contact History''' enables agents to access contact history. This option is enabled when the '''Contact''' check box is selected.
*'''Contact History Display Columns''' allows you to manage the interaction attributes you want to display in the '''Contact History''' view in Agent Desktop. This option is enabled when the '''Contact''' and '''Use Contact History''' check boxes are selected.
*'''Search Contact History''' enables agents to search contact history. This option is enabled when the '''Contact''' and '''Use Contact History''' check boxes are selected.
*'''Contact History Search Attributes''' allows you to manage the interaction attributes you want to display in the '''Contact History Quick Search''' view in Agent Desktop. This option is enabled when the '''Contact''', '''Use Contact History''', and '''Search Contact History''' check boxes are selected.
|image=ASContact.png
|structuredtextwide=
* '''Use My History''' enables agents to access their own contact history. This option is enabled when the '''Contact''' check box is selected.
*'''Contact My History Displayed Columns''' allows you to manage the interaction attributes you want to display in the '''My History''' view in Agent Desktop. This option is enabled when the '''Contact''' and '''Use My History''' check boxes are selected.
*'''Search My History''' enables agents to search their own contact history. This option is enabled when the '''Contact''' check box is selected.
*'''Contact My History Search Attributes''' allows you to manage the interaction attributes you want to display in the '''My History Quick Search''' view in Agent Desktop. This option is enabled when the '''Contact''', '''Search My History''', and '''Search My History''' check boxes are selected.
*'''Open from History''' allows agents to open in-progress emails from the interaction history. This option is enabled when the '''Contact''' and '''Email''' check boxes are selected.
*'''Use Directory''' enables agents to view and search the contact directory. This option is enabled when the '''Contact''' check box is selected.
*'''Contact Directory View''' specifies the format for the Contact History View. Options include '''List View''' or '''Grid View'''. This option is enabled when the '''Contact''' check box is selected.
*'''Contact Notepad''' allows an agent to display and edit notes while handling an interaction. The notepad is a feature that enables agents to enter comments about the current interaction or about a selected interaction. Agents can view the note in most channels as well as contact history, My History, and My Workbin.
* '''Use Contact History Notepad''' allows an agent to see notes about interactions in Contact History.
}}
}}

@@ Line 11: / Line 11: @@
 |alignment=Horizontal
 |Media=Image
-|image=ASContact.png
+|image=Contact_Nov2020_GAPI-24897.png
 |structuredtext=In the '''Contact''' section of the '''Contact Center Settings''' tab, you can enable the following options:
@@ Line 35: / Line 35: @@
 *'''Allow Contact Interactions to be Open from Personal Workbins''' enables agents to open in-progress interactions that are in another agent's workbin history.
 *'''Allow Contact Interactions Workflow State''' enables the use of the interaction workflow state in an interaction's details.
 |Status=No
 }}
 }}

@@ Line 3: / Line 3: @@
 |DisplayName=Contacts
 |TocName=Contacts
-|Context=Configure contacts in Agent Desktop so agents can manage their own list of contacts and contact history.
+|Context=Configure contacts in Agent Workspace so agents can manage their own list of contacts and contact history.
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
@@ Line 15: / Line 15: @@
 *'''Contact''' enables agents to access contact features.
-*'''UCS for Voice''' enables the Universal Contact Server to generate voice interaction history in Agent Desktop. This option is enabled when the '''Contact''' and  '''Voice''' check boxes are selected.
+*'''UCS for Voice''' enables the Universal Contact Server to generate voice interaction history in Agent Workspace. This option is enabled when the '''Contact''' and  '''Voice''' check boxes are selected.
 *'''Assign Contact''' enables agents to assign contacts to an interaction. This option is enabled when the '''Contact''' check box is selected.
 *'''Save Contact''' enables agents to modify contacts.
 *'''Delete Contact''' enables agents to delete contacts.
 *'''Use Contact History''' enables agents to access contact history. This option is enabled when the '''Contact''' check box is selected.
-*'''Contact History Display Columns''' allows you to manage the interaction attributes you want to display in the '''Contact History''' view in Agent Desktop. This option is enabled when the '''Contact''' and '''Use Contact History''' check boxes are selected.
+*'''Contact History Display Columns''' allows you to manage the interaction attributes you want to display in the '''Contact History''' view in Agent Workspace. This option is enabled when the '''Contact''' and '''Use Contact History''' check boxes are selected.
 *'''Search Contact History''' enables agents to search contact history. This option is enabled when the '''Contact''' and '''Use Contact History''' check boxes are selected.
-*'''Contact History Search Attributes''' allows you to manage the interaction attributes you want to display in the '''Contact History Quick Search''' view in Agent Desktop. This option is enabled when the '''Contact''', '''Use Contact History''',  and '''Search Contact History'''  check boxes are selected.
+*'''Contact History Search Attributes''' allows you to manage the interaction attributes you want to display in the '''Contact History Quick Search''' view in Agent Workspace. This option is enabled when the '''Contact''', '''Use Contact History''',  and '''Search Contact History'''  check boxes are selected.
 |structuredtextwide=*'''Use My History''' enables agents to access their own contact history. This option is enabled when the '''Contact''' check box is selected.
-*'''Contact My History Displayed Columns''' allows you to manage the interaction attributes you want to display in the '''My History''' view in Agent Desktop. This option is enabled when the '''Contact''' and  '''Use My History''' check boxes are selected.
+*'''Contact My History Displayed Columns''' allows you to manage the interaction attributes you want to display in the '''My History''' view in Agent Workspace. This option is enabled when the '''Contact''' and  '''Use My History''' check boxes are selected.
 *'''Search My History''' enables agents to search their own contact history. This option is enabled when the '''Contact''' check box is selected.
-*'''Contact My History Search Attributes''' allows you to manage the interaction attributes you want to display in the '''My History Quick Search''' view in Agent Desktop. This option is enabled when the '''Contact''',  '''Search My History''', and '''Search My History''' check boxes are selected.
+*'''Contact My History Search Attributes''' allows you to manage the interaction attributes you want to display in the '''My History Quick Search''' view in Agent Workspace. This option is enabled when the '''Contact''',  '''Search My History''', and '''Search My History''' check boxes are selected.
 *'''Open from History'''  allows agents to open in-progress emails from the interaction history. This option is enabled when the '''Contact''' and '''Email''' check boxes are selected.
 *'''Use Directory''' enables agents to view and search the contact directory. This option is enabled when the '''Contact''' check box is selected.

@@ Line 5: / Line 5: @@
 |Role=Administrator
 |TocName=Contacts
-|Platform=PureEngage
+|Platform=GenesysEngage-onpremises
 |ComingSoon=No
 |Context=Configure contacts in Agent Desktop so agents can manage their own list of contacts and contact history.

PEC-AS/Current/ManageCC/Contacts - Revision history

Mwest: Text replacement - "Agent Desktop" to "Agent Workspace"

Monique.gionet@genesys.com: Published

Mgionet: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Jerickso: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"