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The Contact Group has the contact elements listed below:


Contacts

Displays all contact records, along with a search option.


HighlightDisplays important contact information.


Detail

Displays the contact details of the selected contact.

The contact details are dependent on the configuration.


InteractionsDisplays all the attempted and successful interaction history associated with a contact.


Actions

Displays all contact tasks, along with a search option and the option for the agent to set reminders for follow-up activities (such as an email or a phone call) for a contact.


Directory

Displays all the phone numbers and email addresses associated with a contact, along with the option for an agent to modify them.


Notes

Displays all the notes associated with a contact.


CallbackDisplays the assigned scheduled callbacks associated with a contact.


Screen popDisplays the customer data.

Steps to Add Contacts 

To add elements to a page:

  1. Expand the Elements section, and then drag and drop the Highlight element to the page.
    The page appears as shown below:

    • You can collapse a panel on the canvas by using  collapse icon.
    • You can delete a panel from the canvas by using  close icon.
  2. Click Save.

Managing Properties for the Elements

To change the properties of an element , use the Properties tab. For example, to change the title of the Contact highlight to Highlight.

  1. Select the Contact Highlight element.

    • When you select the Contact Highlight elements, the Component name changes to the element's title, as shown in the image.
    • The Properties tab is enabled.

     

  2. Click the Properties tab.
    The Properties details tab appears.

  3. Change the values as required.
  4. Click Save.
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