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This feature allows you to quickly find calls without having to run reports. Enter as many details as you can in order to limit the amount of results returned and then click the Search button.

Quick call search

Call type

The default call type is set to search on All call types. This means that it looks for all incoming, outgoing and lost calls. If you want to filter to search for ONLY a particular type of call, simply select your preferred option from the drop-down list:

  • All call types: Search on all calls
  • Answered: Search only on answered calls
  • Outbound: Search only on outbound calls
  • Missed: Search only on missed calls
Call type

Any search results will be shown in place of the Most Recent Calls panel to the right of the Quick Call Search panel as shown below. When recording is included, the Recording button will allow you to click and play the associated recording.

Search results

To return to the original Most Recent Calls list, click on the Back to recent calls link, on the top right of the panel.

Flags

The flags associated with each call in the search results are graphically represented as follows:

  • Listen to the recording button  When the speech lozenge is grey it means that there is no associated call recording. This may be because this is an internal call or because the system has been set to exclude this user from call recording i.e. "Do not record calls for this user".
  • Listen to the recording button  Click on this speech lozenge icon to listen to the recording associated to this call.
  • Score the call  Click on this gray blank star icon to score this call.
  • View the score  Click on the coloured star icon to view the score for this call.
  • Add a note button  Click on this grey blank note icon to add a note to this call.
  • Review notes button  Click on this coloured note icon to review notes associated with this call.
  • No legs  When the legs icon is grey it means that there are no legs associated with this call.
  • See additional legs  Click on this green legs icon to see additional legs associated with this call.
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