Interaction History

Use

The interaction history contains a search area and an overview of business transactions that exist for a customer. Agents can search for business transactions using various search criteria. The results are displayed in the form of a list.

In the Interaction Center WinClient, the interaction history is in the locator, that is, in the navigation area.

Features

The following functions are available to you in the interaction history:

·        Search, for example by

¡        Business transaction categories

¡        Data entry period

¡        Transaction number

¡        Description

¡        Transactions for a specific customer

You can combine these search criteria in any way you wish by simply making entries in the required fields.

·        Display search results in a list

·        Branch into the Interaction Record for single business transactions.