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  • 1.  Remove 'Surveys' and 'Outbound' and 'Journey' and 'Flows' and 'External Contact' from Filters

    Posted 10-07-2024 13:37
    No replies, thread closed.

    How to Remove 'Surveys' and 'Outbound' and 'Journey' and 'Flows' and 'External Contact' from Filters section from My interactions view ...in Workspace?


    #Architecture and Design

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    Roshan Narkhede
    Cognizant Technology Solutions India Private Limited
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  • 2.  RE: Remove 'Surveys' and 'Outbound' and 'Journey' and 'Flows' and 'External Contact' from Filters

    Posted 10-07-2024 18:03
    No replies, thread closed.

    Do the options under those section show up?  In other words, can agents choose anything if they open them up?  Each of these have permissions to some extent but usually access to the Interaction data means they can filter on the data and that permission is VERY broad.  



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    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
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    Original Message


  • 3.  RE: Remove 'Surveys' and 'Outbound' and 'Journey' and 'Flows' and 'External Contact' from Filters

    Posted 10-08-2024 00:15
    Edited by Jason Kleitz 10-08-2024 14:03
    No replies, thread closed.

    Yes, the options under those sections do show up, and agents can select them. I understand that access to interaction data is broad, but I'd like to restrict these specific filters for clarity and to streamline the experience.

    I want only to remove that options from filters so that agents will not see those options.

    Is there a way to remove them from the Filters section entirely?



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    Roshan Narkhede
    Cognizant Technology Solutions India Private Limited
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    Original Message


  • 4.  RE: Remove 'Surveys' and 'Outbound' and 'Journey' and 'Flows' and 'External Contact' from Filters
    Best Answer

    Posted 10-08-2024 14:03
    No replies, thread closed.

    Hello Roshan,

    I do not believe there is any way to limit the options in the filter view by role. If you would like to make an enhancement request for Genesys Cloud, Genesys encourages you to register your request through the Product Ideas Lab.

    To Access the Product Ideas Lab and add your idea:

    1. Sign in to the Genesys Knowledge Network.
    2. On the Product Ideas Lab section, click Browse and Submit Ideas.
    3. From the Product Ideas Lab, click Add a Product Idea.


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    Jason Kleitz
    Genesys - Employees
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    Original Message


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