View Interaction Record as per user

[Former Member]

Hi All,

I want to view all the interaction record as per the user. Let me clear about this.

I hv configure the agent inbox profile and assign the quick search to it. But still I am not getting the interaction record as p[er the user. I f I log in In some user name Ex:-xxx I should see only the interaction record under user XXX. Can anybody let me know the answer.

Thanx

Chinmaya

[Former Member · Accepted solution]

Hi,

Have you assigned your user to the IC WebClient Profile. You will have to follow the process suggested by Glenn in another thread of yours. I think that could be the root of all the issues you are having.

Regards,

Deepak

[Former Member]

yes answered

[BGarcia]

Hello Chinmaya,

In your scenario, are the users the employee responsibles of the interaction records documents?

If so, try to search at your inbox, with the following criterias:

- Document Type: Interaction Record

- Employee Responsible: Me

This will return the interaction records that the agent is responsible for.

Kind regards.

[Former Member]

Hi Bruno,

Thanks for the answer. That I know what you are telling. But my question is if I log into the particular user why should I get other interaction record. The particular user should not get the other interaction record.

If I log in to the user I want to get the particular interaction history and particular Interaction record.

Thanx

Chinmaya

[BGarcia]

Hello Chinmaya.

Well, that depends on your business logic.

I only had implementation scenarios, where users had the need to consult it's customer historic interactions. So in this case, it doesn't matter who was the user that treated a past interaction record... they are free to view it, as long they belong to the same group responsible.

In your scenario, you just want to be available a search for the interaction records created by the logged user, or restrict all possible searches to documents created by the logged user?

Kind regards.

[Former Member]

Hi Bruno,

Thanks for your reply. Thanks for your very useful answer. Any how I have assigned the points to you. If u hv any other suggestion u can post it to this thread.

Thanx

Chinmaya