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Edit an Interaction Tracker Filtered Directory View

Requirements: Some Interaction Tracker functions are available only if you have the appropriate licenses and security rights. For more information, see Tracker Licensing.

You can edit an existing Interaction Tracker Directory view to update the filtered information and contacts included in the directory.

To edit an existing Interaction Tracker Directory view:

Do one of the following:
- From the Tracker menu, select Manage Tracker Directories. In the Tracker Directories dialog box, select the name of the view and click Edit.
- For a non-displayed view, in the Create New View dialog box, set Group by to Categories list, and then from the list of categories, select Directories. In the Views list, select Tracker Directories. In the Select Tracker Directories to Add dialog box, from the Available Items list, select the name of the view and click the Edit button.

Tip: The Add, Edit, and Delete buttons appear below the Available Items list. Point your mouse to a button to see an identifying tooltip.

Result: The Interaction Tracker Directory Setting dialog box appears.

Make any necessary adjustments to the filter settings.

Tip: For more information about filter settings, see Create an Interaction Tracker Filtered Directory.

Click OK.

Tip: To display this updated directory, see Display an Interaction Tracker Filtered Directory.