Navigate Within the Agent Console

In the detail view, clicking:

• Buttons or links on the record displays the record in the detail view.
• Email this page () displays a link to the record in an email.
• Link to this page () displays the record and the URL of the record in a new browser window.
• Printable View () displays a printable view of the record in a window.
• Customize Page () allows you to customize the display of related lists in the detail view of the record.
• Help for this page () displays an online help page for the record.

In the mini view, clicking:

• Links displays the record in the detail view. Associated records display in the mini view.
• View displays the entire record in the detail view.
• Edit displays a mini edit page in the mini view.

  To edit a field not displayed on the mini edit page, click View to display the entire record in the detail view, and then click Edit from the detail view.

• Show more below a related list displays more of the records included in the related list in the mini view. Show more displays an additional five records every time you click it, up to a maximum of 100.
  

  Note If the record in the detail view does not have any records associated with it, the mini view does not display.

In the list view, clicking:

• A link displays the record in the detail view.
• Refresh reloads the list view with any updates that have occurred to the records since you began viewing the list.
• A column heading sorts that column in ascending order. Click the heading a second time to sort in descending order.
• A letter at the bottom of the list view filters your list view records by the letter.
• fewer or more at the bottom of the list view displays a shorter or longer list.
• Previous Page or Next Page at the bottom of the list view displays the previous or next page of items on the list.
• For more information, see Using the Agent Console List View.

In the sidebar, clicking:

• The border of the left frame opens the sidebar in the console. Click the border of the left frame a second time to hide the sidebar.
• A record under Recent Items displays the record in the detail view.
• Calendar displays the calendar in the detail view.
• Recycle Bin displays the Recycle Bin in the detail view.

Tip Clicking the back or forward buttons on your browser cycles you through pages in the console. You don’t immediately exit the console by clicking them.

Note Not all pages open within the console. For example, clicking Printable View, Check Spelling, Help for this Page, lookup icons, email addresses, and custom links set to open in a new browser window all open outside of the console in a new browser window or popup.

Drag-and-drop editing is not available for calendar views.