Searching
The call search page can be accessed through the Search menu.
This page allows the user to enter the search criteria to find recorded calls. The search criteria attributes are divided into groups and placed on 3 separate vertical tabs to make search criteria definition easier:
- Basic Search Options tab includes the most commonly used search fields.
- Advanced Search Options tab includes the remaining technical attributes that allow more sophisticated search criteria to be defined and used.
- Comment Fields tab allows the user to narrow the search using the business data associated with the call records (stored in comment fields).
The user can navigate between these tabs until the entire search criteria has been specified and then initiate the search by pressing the Search button below the tabs.
The search is executed based on the combined set of search field values on all tabs.
Tip
After setting the search criteria, the system stores the field values, so whenever the user loads the search page the previous settings are restored and displayed. If you would like to reset the fields, click on the Reset Search Fields link in the top right corner of the search panel.
All search fields support adding multiple query/filtering parameters. Follow the steps below to add one or more filters to the desired search field:
Step 1 Click on the Add Criteria icon and select the desired field from the drop-down menu.
Step 2 Choose the operation from the appearing drop-down menu
Step 3 Set the criteria on the right side of the panel.
Step 4 Optionally you can remove a previously added criteria by clicking the Delete Criteria icon on the left side of the panel.