Enables agents to understand the Customer List view and allows agents to set the Column Preferences of their own choice.
Understanding List View
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All customer fields correspond to the columns here
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Channel Identifier fields are differentiated with channel icons
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Drag and move columns to adjust the column's position
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A filter icon in each column is given to filter the data column-wise
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Upward and downward arrows in each column are there to sort the data in ascending or descending order
Any authorized user can view the conversation history and profile of a customer by clicking the mouse-hover action on a desired row.
Column Preference
To set preferences, follow these steps:
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From the menu bar, click the tab of Column Preference
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The detail view will show the column titles. From here, choose which column want to select.
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Select the desired column by checking the box.
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Selected columns will be shown on the right-hand side.
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Uncheck the boxes which don't want.
The search bar is given at the top under the column heading. From here, one can search whichever column she wants to search.
