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 .

Related Topics

Account Search

Open Interactions

Work Queues

History

Select an Account from Inventory

Validate a Call