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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:
  1. Click Activities > My Searches in the Folders tree.

  2. Click the Add Folder button in the Folders tree toolbar. The New Search dialog box opens.

  3. Enter the Folder Name and Folder Description.

  4. 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. 

  5. Select the Make this folder visible to agents checkbox if you want the folder to be visible to other agents.

  6. Click OK to save the search folder.

To create folders for Cases in My Searches:
  1. Click Cases > My Searches in the Folders tree.

  2. Click the Add Folder button in the Folders tree toolbar. The New Search dialog box opens.

  3. Enter the Folder Name and Folder Description.

  4. 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. 

  1. Select the Make this Folder visible to agents checkbox if you want the folder to be visible for other agents.

  2. Click OK to save the search folder.

Related Topics

  1. Saving Searches
  2. Creating and Editing Folders