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Viewing Service Requests, Activities, and Contacts Using the Siebel Chat Dashboard
To view service requests, activities, and contacts using the Siebel Chat dashboard in the chat pane, complete the steps in the following procedure.
To view service requests, activities, and contacts using the chat dashboard
- Click the Action drop-down menu in the chat dashboard.
- Select one of the following, as required:
- Select View Service Requests to view the service requests linked to the current chat, or the service request detail screen for the contact.
- Select View Activities to view the activities linked to the contact.
- Select View Contact to view the contact details for the contact. This option applies to existing contacts only, not to anonymous chat users.