Using the Search feature

Last Updated : Jun 02, 2023 |

About this task

You can search for agents in your team or other contact center users. You can transfer the current interaction to them. You can see the Presence information of the agent.

Procedure

  1. On Avaya Workspaces for CRM, at the top of the widget, click the Search icon.
  2. Do one of the following:

    • Type any letters from the person's name and click the Email icon to send a mail or the Call icon to make a call. For example, type bar to display names such as Barbara Jones, Joe Bartlett, and Finbar Smith.

    • Type any numbers from the person's phone number and click the Email icon to send a mail or the Call icon to make a call. For example, type 901 to display phone numbers containing 901 in any part of the phone number.

    • Click CRM Directory to display matches from the CRM directory and click the Email icon to send a mail or the Call icon to make a call.

    • Click Open Dialpad to use the dialpad.