Setting a Contact for an Interaction or Sub Interaction

See Also

Permissions Required

Set Interaction Contact - To change the Contact associated with the Interaction.

You can change the Contact that was set for an Interaction during its creation.

Example   John is set as the Contact for Interaction ID 001 in Team 1, when the Interaction was created. John is moved to Team 2, and is replaced by Rita in Team 1. For Interaction ID 001, you can change the Contact from John to Rita.

To Set a Contact for an Interaction

1.  Using the Left pane, locate and select the required Interaction.

- OR -

Open the required Interaction.

2.  From the Interaction menu, select Set, Contact.

The Set Contact dialog box is displayed.

3.  Select the source from which you want to list the Contacts by selecting Talisma Contact File, Interaction Contacts, or E-mail IDs found in the Interaction. The relevant Contacts are listed.

4.  If you want to further refine your search, specify search conditions in the For area, and click Search.

- OR -

Click Advanced to define Advanced search conditions to refine your search.

The Contacts that satisfy the specified search conditions are listed in the Results area.

5.  Select the Contact you want to set for the current Interaction.

6.  Click Set.

The Properties of this Contact are listed in the Contact tab of the Interaction window and the Contact name is displayed in the To field of the Reply pane.

Note  You can configure the Properties that must be displayed in the Search tab and the Set Interaction dialog box.