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My History

[Modified: 8.5.115.17, 8.5.113.11, 8.5.110.13]

The My History view enables you to view and manage your previous interactions with a contact.

To display the My History view, in the Main Window, click the Access and use Workspace supporting views button (IW Supporting Views Button 850.png) to display the Supporting Views menu, then select My History.

Use the My History view to do the following:

  • Find interactions. The Quick Search and Advanced search return only your interactions.
    • Searching on a phone number, status, start date, or end date returns a list of your interactions that match the criterion or criteria.
    • The search and filter tools work the same in this view as they do in the Contact History view, except that they return only your interactions, not all interactions that match the criteria.
  • Perform the following actions on selected interactions:
  • View information about the selected interaction.

Workspace enables you to view information details about interactions that you have selected in the My History view. The Show Details Panel on Bottom/Hide Details Panel button (IW History Tab Layout Options Button 850.png) enables you to specify how the Details panel is displayed. Click the Show Details Panel on Bottom/Hide Details Panel button to choose one of the following views:

  • Details Panel Right
  • Details Panel Bottom
  • Hide Details Panel

Grid View and Tree View

Workspace enables you to view contact interactions either chronologically or as threads. The Show Interactions in Grid View/Show Interactions in Tree View button (IWContactListGridViewButton 850.png/IWContactListTreeViewButton 850.png) enables you to specify how the My History panel is displayed. Refer to the Contact History page for information about how to use the features of the Contact History view, including opening in-progress interactions and resending email interactions that have been marked as Done.

Grid View displays interactions chronologically, and Tree View displays interactions chronologically by thread. A thread is a group of two or more interactions with a single contact that were created in the same context (email replies, multichannel conversation, social-media threads, and so on).

The Details panel contains three tabs:

Related Resources

The Workspace Desktop Edition User's Guide (English only) provides detailed lessons for using all the features of Workspace. You might find the following lessons useful:

Related topics

Top 10 pages

  1. Workspace Desktop Edition Help
  2. Main Window
  3. My Status
  4. Contact Directory
  5. Workbins
  6. Functionality Overview
  7. My Messages
  8. Login
  9. Voice Consultation
  10. Components, Features, and Controls

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This page was last modified on May 11, 2018, at 08:11.