Understanding Customer List View

Enables agents to understand the Customer List view and allows agents to set the Column Preferences of their own choice.

Understanding List View

• All customer fields correspond to the columns here 

• Channel Identifier fields are differentiated with channel icons 

• Drag and move columns to adjust the column's position 

• A filter icon in each column is given to filter the data column-wise

• Upward and downward arrows in each column are there to sort the data in ascending or descending order

Column Preference

To set preferences, follow these steps:

• From the menu bar, click the tab of Column Preference

• The detail view will show the column titles. From here, choose which column want to select.

• Select the desired column by checking the box.

• Selected columns will be shown on the right-hand side. 

• 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.