Edit history

Use this screen to review, change, or delete a history. Before saving, confirm the change will not affect other system flows.

Use this screen to review, change, or delete a history. Before saving, confirm the change will not affect other system flows.

When to use

Use this screen to review, change, or delete a history. Before saving, confirm the change will not affect other system flows.

How to edit history

1. Open the item from the list, search, or detail link.
2. Review the current data before changing it.
3. Update only the fields that need changes.
4. Save and confirm that the update looks correct.

How to delete history

When a delete action is available, use it only after confirming the item is no longer needed. The system may ask for confirmation before removing the record.

Important fields

• Search: Enter part of a name, phone number, email, or related term to narrow the list.
• Channel: Choose the source or service channel.
• Queue: Choose the queue responsible for receiving, routing, or filtering work.
• Owner: Fill it according to the screen context and review it before saving.
• Period: Fill it according to the screen context and review it before saving.

Available actions

• Clear filters: clear filters, search, or current selection.
• Search: search using the current filters.
• Open conversation: open the full history for the selected conversation.