HELP FILE

How to search for a chat

While viewing the chat folder, you can search for a chat based on keywords found in chat messages, custom data fields, survey comments, and unavailable email content associated with chats.

  1. In the upper-right corner, above the list of Chat threads, click the Search icon (binoculars). The Search Chats window is shown.
  2. Enter the Keyword to search for and any extra criteria.
  3. Click Go. A list of matching results is displayed on the left.
  4. Select a result on the left for the full details to be displayed on the right. The displayed chat can now be answered or managed as usual.