Chat Changes

Chat Changes

New Chat Changes have been released! These changes were based on customer feedback and will help streamline your chat experience. Here is a summary of the improvements:
  1. Chat Templates can now be selected from a list
  2. Chats Filters have been collapsed into a single drop-down with new view options
  3. Improved Assignment options
  4. Improved Secondary filters

Change Summary:

1. Chat Templates

  1. New Icon for Chat Templates   which displays your pre-defined replies when clicked.
    Note: For more information about configuring chat templates, visit:  How to: Set Chat Templates

2. Status Changes

    1. Combined Open, Unread, and Closed chats under the same drop-down

      From:            To:  


    1. Renamed My Chats and Assigned to other users to My Assignments and Other Assignments respectively. 

      From:         To:   

    2. Removed Contact Group Name and All Contacts view.

    3. Added new View By Assignment options of Not Assigned and All Assignments.

    4. Added a User sub-filter for Other Assignments and All Assignments view. 

For information about how to utilize the new chat filters visit:  How to: Utilize Filters in Chat


3. Improved Assignment Options

    1. Added quick Assign to Me  arrow when viewing chats


    2. Added a quick owner view option for Other Assignments and All Assignments view. 

4. Secondary Filter Changes

    1. Changes the way the drop-down filters look

      From:           To:  

    2. Added multi-select  Location filter.



    3. Added multi-select Subject filter.





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