The Contact and History tabs appear on the right side of many of the Genesys Desktop windows. They can also be accessed by clicking the Contacts icon.
When it receives a message from a contact, or when it makes a phone call to a contact, Genesys Desktop captures basic information from the interaction and uses it to create a history for the contact.
If a contact uses multiple e-mail addresses or phone numbers, Genesys Desktop sets up separate records for the same contact.
Use the Contact tab and the History tab to manage contact information and contact interactions.
The Contact tab, which you can access by clicking the Contacts icon, enables you to:
Edit existing fields or add new phone numbers and e-mail addresses.
Delete phone numbers or e-mail addresses.
Mark a phone number as the default number to call.
Mark an e-mail address as the default address to send e-mails.
Make a phone call to the current contact. If more than one number is available for the contact, the Make Call button has a drop-down list of phone numbers. Select the number that you want to call from the list. The default number is selected.
Send a new e-mail to the current contact. If more than one address is available for the contact, the New E-Mail button has a drop-down list of addresses. Select the address that you want to e-mail from the list. The default address is selected.
Access the Contact Directory to change the contact for the current interaction.
Access the Contact Directory to merge the contact for the current interaction with an existing contact.