User Guide

September 2009 67
Index
A
Advanced feature level 8
Archives
search criteria
50
searching
49, 51
Archives tab
48
Automated updates
11
B
Basic feature level 8
Bracketed calls
23
C
Changing roles 12
Changing views
13
Comments
35, 61
adding a form comment
36, 62
adding a section comment
36, 63
Contact metadata
53, 63
Contacts
evaluating
59
sorting
59
D
Dashboard tab 25
detail statistics
27
graphs
26
E
Evaluating a contact 59
Evaluation form
completing
60
key performance indicator (KPI) questions
61
Evaluation view
window 33
Evaluations
adding comments 35, 61
saving
64
section weighting
66
understanding scoring
65
F
Feature levels 8
H
HR tag 36, 63
I
Interleaved calls 23
K
Key performance indicator (KPI) questions 61
L
Logging out 14
M
Metadata
editing
53, 63