Agent Basic Info: Filter Parameters and Available Columns

Agent Basic Info: Filter Parameters and Available Columns

The Agent Basic Info Report is being updated with new filter parameters and available columns to enhance data retrieval and user experience. These improvements will allow for better categorization and segmentation of agent information.

New Filter Parameters (with Multi-Select Functionality)

To improve filtering and reporting, the following parameters are being added:

  1. Areas of Specialization
    • Functionality: Allows users to filter agents based on their expertise
    • Multi-Select: Users can select multiple specializations at once
  2. Designation
    • Functionality: Enables filtering based on an agent’s job title or role
    • Multi-Select: Users can apply multiple designations as filters

New Available Columns

Users can now include the following columns in the report to provide deeper insights into agent information:

  1. Area of Specialization
    • Displays the specific expertise of each agent.
  2. Designation
    • Shows the job title or role of each agent.
  3. Contact Groups
    • Displays group affiliations related to the agent’s contacts.

These enhancements will improve usability by enabling users to better filter and organize agent data for reporting and analysis

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