View conversations in Picklist

  1. Click the Picklist tab or the Open Picklist button.

  2. To filter conversations displayed in the Picklist view, click the Filter button.

  3. Choose the filter and its value:
    Table 1. Picklist filter
    Filter By Options
    Type Choose the conversation type.
    Status Choose whether you want see pending or in queue conversations.
    Serving mode
    • Auto-Allocation: shows pickable conversations from auto-allocation queues
    • Hunt Group: shows pickable conversations from hunt group queues

    Queue serving status

    		To show only conversations from queues you are serving in, select Serving. To show only conversations from queues you are not serving in, select Not Serving.

    Pickable conversations

    This option is available only if admins have enabled the setting in SC to show conversations that are currently pickable.
    • Pickable now or later: shows also conversations that you can't pick at the moment
    • Pickable now: shows only conversations you can pick right now
  4. Click OK.

  5. To carry out a more detailed search, click the Picklist detailed search button.

    Table 2. Picklist detailed search
    Search criterion Description
    Conversation type Choose all types, or one from calls, emails, chats, actions items, tasks or callbacks.
    Source / Destination Enter the source or destination address or number, or part of it with a wildcard *.
    Email ID / Email chain For emails, tasks, and action items: enter the internal ID number.
    Subject For chats, emails, tasks, and action items: To search the content of these items, enter a word or part of a word. Use an asterisk (*) as a wildcard for partial matches.
    Body text For chats, emails, tasks, and action items: To search the content of these items, enter a word or part of a word. Use an asterisk (*) as a wildcard for partial matches.
    Internal notes To search within an internal note, enter a word. Use an asterisk (*) as a wildcard for partial matches.
    Status Choose all status values, or one from In queue, Abandoned, In process, Wrap-up, or Handled.
    Queue Choose all queues, or one from the queue list.
    Agent name Choose one from the agent list.
    Date range

    Define a date and time range with the calendar tool (). The default range is based on the current day and is used for listing the conversations based on their arrival time with longest listed first. You can also enter the date and time manually. The format depends on your UI language. For example, if your UI language is English, use the format MM/DD/YY for the dates and the 12-hour format (AM/PM) for the time range.

    To restore the date and time to its default value, use the button.

    Note the following:

    You can search using dates and times that may look the same on the screen. But the actual search contains also seconds in the time value, so the shortest searchable date-time range is one minute.

    The system converts the times to a standard format (UTC) and includes the seconds in the search. It then returns all conversations whose times fall within the selected date-time range (arrival time - disconnection time) with the defined date range (start time - end time).
  6. To just view the conversation instead of picking it, click the conversation row.

    The conversation opens in the Conversations view where picking is also possible. The conversations also appears in your conversation list under Viewing.

  7. To see conversations of a specific queue in the Picklist, click the link in the Queuing column in the Home view.