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Account Retrieval

There are several methods available for retrieving and displaying an account in the Work Form. The methods include:

  • Searching for an account and selecting it from the search results.

  • Selecting an account from open interactions.

  • Opening a work queue of accounts.

  • Selecting an account from your inventory.

  • Selecting an account from your account history list.

All the retrieval methods require you to click the Search slide-in icon Search Slide-in.

Related Topics

Account Search

Open Interactions

Work Queues

History

Select an Account from Inventory

Validate a Call