RCM:Viewing employee's contacts

From RCMWiki

To view employee contacts:

1. Click Employee link in the navigation menu.

2. Click against the employee name in the list of employees.

Note Use Filter pane to find required employees. Fill out the necessary fields to apply filtering to the list of employees: First name, Last name, Title, Department, Activity, Client version, Out of sync (Y/N). To clear the field values and apply another filter, click Clear filter.

3. Click Customers at the top of the Employee Details page.

4. Fill out the necessary fields to apply filtering to the list of Employee contacts. You can filter calls by:

• First name
• Last name
• Title
• Company name

5. Click Filter.

Note To clear the field values and apply another filter, click Clear filter.