Using the Back and Forward Options

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The Back and Forward menu options enable you to go back and forth between screens. These options are available in the Workspaces and Object windows. The following are sample procedures that illustrate how this feature works.

To Use the Back and Forward Options in the Home Workspace

1.  Select Interactions from the Object Selector.

2.  From the Teams tab in the Left pane, select the Root Team. Interactions belonging to the root Team are displayed.

3.  Select your name from the list of Users in the Teams tab. Interactions assigned to you are displayed.

4.  Click on the toolbar. You are taken back to the Interactions assigned to the root Team.

5.  Click on the toolbar. You are taken forward to the Interactions assigned to you.

To Use the Back and Forward Options in the Contact window

1.  From the Home Workspace, select Contacts from the Object Selector.

2.  Using the Teams, Users, or Search tab, select a Contact item from the Table View.

3.  Click the Contact ID link or double-click the Contact item to open it. The Contact window is displayed.

4.  Select the Interactions tab. Interactions from this Contact are listed here.

5.  Click the Interaction ID link or double-click the Interaction item to open it.

The Interaction is displayed. Note that the Interaction is displayed in the same window.

6.  To view the Contact window, click on the toolbar. The Contact details are displayed.

7.  To view the Interaction again, click on the toolbar. The Interaction is displayed.

Tip  

To see a list of the most recently accessed Talisma screens, click the down arrow beside the Back or Forward button.