Creating Search Folders
Folders can be created to save any search you conducted for activities and cases. This search folders can be used as a quick reference, while searching for a particular activity or case.
To create folders under My Searches for Activities:
-
Click Activities > My Searches in the Folders tree.
-
Click the Add Folder button in the Folders tree toolbar. The New Search dialog box opens.
-
Enter the Folder Name and Folder Description.
-
Enter the Search criteria for the folder from the Complex and Simple views.
You can add ~~prompt in the Value field, if you want to edit the value before you start a search.
-
Select the Make this folder visible to agents checkbox if you want the folder to be visible to other agents.
-
Click OK to save the search folder.
To create folders for Cases in My Searches:
-
Click Cases > My Searches in the Folders tree.
-
Click the Add Folder button in the Folders tree toolbar. The New Search dialog box opens.
-
Enter the Folder Name and Folder Description.
-
Enter the Search criteria for the folder from the Complex and Simple views.
You can add ~~prompt in the Value field, if you want to edit the value before you start a search.
-
Select the Make this Folder visible to agents checkbox if you want the folder to be visible for other agents.
-
Click OK to save the search folder.
Related Topics