Contacts

• 

• Administrator

Configure contacts in Agent Desktop so agents can manage their own list of contacts and contact history.

Related documentation:

• How Agent Setup works
• Get started with Agent Setup

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.

• 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.