U17 Pop-Out Help

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titleViewing the Details of an Account

To view the details of an account, in the Account List window, double-click the row displaying the account. 

Info

The Interactions tab of an account displays the interactions associated with all the contacts linked to the account. By default, only the interactions that were connected to an agent appear. To view the interactions that were not connected to an agent, clear the Exclude non Agent checkbox on the Interactions tab.



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titleCreating an Account

To create an account:

  1. In the Account List window, click New.
    The New Account window appears.

  2. Specify values in the fields.

    Info

    For information about the fields, see the Account Fields section.


  3. Click Save.
    A message stating that the account is created appears. The details of the account appear in the Account List window.

Tip
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  • You can create another account by using the New button.
  • You can switch to viewing the table that displays accounts by clicking the Close icon .


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