Find an agent

Find a specific agent in the Schedules module in the Windows client with the Find function.

Prerequisites

  • You have the Schedules permission.
  • You have the Global functions > View schedules permission.
  • You have the Global functions > View unpublished schedules permission.

Page location

Client > Schedules > Open schedule

Procedures

Find an agent

  1. Click the Find button.

  2. Enter a text to search by in the text field.

    You can search by first name, last name, employment number or the note defined on the General tab in People.

  3. Double-click the agent's name in the list of search results.

    The agent is shown as selected in the Schedule view.

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