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Latitude Help
Select an Account From History
Use the Account History panel to view accounts previously worked and then select an account to display in the Work Form.
To select an account from history
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If the Search & Queue Selection panel isn't visible, click the Search slide-in icon. The Search & Queue Selection panel appears.
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In the menu bar, click Account History. The Account History panel appears.
File Number: Unique code that the system assigned to identify the account.
Name: Name of the customer associated to the account.
Date: Date and time a user last viewed or worked the account.
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In the File Number column, click the account. The following outcomes are possible:
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If your organization requires you to validate information with the caller before displaying the account, the Data Protection dialog box appears. Verify the information with the caller and then click Validated. If you click Not Validated, the system doesn't display the account.
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If there are warnings for the account, the Warnings dialog box appears. Review the warnings and then click OK.
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The account appears in the Work Form.