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Select an Account From Open Interactions

Use the Open Interactions panel to select an account to display in the Work Form.

To select an account from open interactions

  1. If the Search & Queue Selection panel isn't visible, click the Search slide-in icon. The Search & Queue Selection panel appears.

  2. In the menu bar, click Interactions.

Open Interactions page

  1. In the File Number column, click the account. The following outcomes are possible:

    • 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.

    • If there are warnings for the account, the Warnings dialog box appears. Review the warnings and then click OK.

    • The account appears in the Work Form.

Related Topics

Open Interactions