Search Panel
Table of contents
The search panel contains search controls, enabling you to locate customer records based on any stored contact information. The search panel appears in two places: in the New Tab (displayed by clicking the + (add tab) button), as shown in Figure 5-1:
Figure 5-1: New Tab Search
...and in the side panel, as shown in Figure 5-2. (The side panel is a pop out control which gives you quick access to three key features of Engage: search, the work queue and the my tasks list.)
Figure 5-2: Side Panel Search Tab
Using the Search Panel
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Fields, Buttons and Menus
The search panel contains the following controls:
| Table 5-1: Search panel Controls | |
| Name | Description |
| Search field | Searches for a record in your customer database. You can search on any stored information in the record: name, phone numbers, email addresses, social media accounts. You can search for whole or partial entries. For example, search for vinc will find both Vince and Vincent. The search controls in the home view and in the side panel are identical. |
| Search icon |
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| Include inactive contacts in search resultscheckbox | Includes contacts whose status is set to inactive in your search results. |
| Search results list | Contains the results of your search. Mouse over a result to see more details about this customer. Click the result to display the full customer record. |
| Search results details | A pop out window showing more details of the record matching your search. Click the result to display the full customer record. The search results include:
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