A contact view is a
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filter for displaying the contacts that meet predefined criteria in a customized table. Contact views are intended to help you and your agents to easily segment, find, track, prioritize, or manage contacts, without the need to manually search for a
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specific set of contacts.
You can define a contact view based on
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the properties (both system and custom) of a contact and also based on conditional logic (advanced filter criteria). In addition, you can define who can view or modify a contact view.
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Contact views appear as options in |
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the Select a predefined view field in |
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the Contacts |
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section that appears when you |
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click Ticketing |
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> Tickets on |
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the Configure |
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tab. For agents and agent teams, |
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contact views appear as options in the |
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Select a predefined view |
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field in the |
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Contact List section on |
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the agent desktop. |
To create and design a contact view:
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