The Quick call search offers a rapid way to locate specific calls in the central database, as an alternative to running a full call report. You can refine your search results by using the filters described below:
This filter allows you to define the type of call you want your search results to cover, e.g. incoming, outgoing, internal etc. To include all types of call, set this to All call types.
The Period search field defines the time period the results should cover. To choose a period, select it from the drop-down list.
There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:
| Field | Description |
|---|---|
| Today | The start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59. |
| Yesterday | The start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This week | The start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last week | The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This month | The start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last month | The start date for this period is set in three stages: The day is set to the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| This year | The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| All calls | The start and end dates and times are set to the dates and times of the first and last call in the entire call database, respectively. |
| Custom | Enter the start and end dates and times into the boxes provided. The start and end times are linked to their respective dates. |
The Dialled number field allows you to filter your results by the number that was dialled. You can also specify a partial number to match all calls beginning with that number, e.g. to show all calls to London, enter 0207.
Calling Line Identification (CLI) is the telephone number of the remote caller in an incoming call scenario.
You can filter your results to show only calls that originate from a specific CLI or those whose CLI matches a particular pattern of digits. For example, to report on all incoming calls from London, you could enter 0207.
If both a site and group have been selected, you can further limit the search results to include only calls involving a particular user, by selecting the user from the drop-down list.
This feature enables you to specify the maximum number of search results you want to retrieve. Set the limit by entering a value in the field provided, e.g. entering 50 in the Limit results to field, will return a maximum of 50 results.
The search results will show in a new panel entitled Search results, as shown below:
To close the search results and return to the Most recent calls panel, click on the Back to recent calls link, at the top-right corner of the panel.
<p>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 <span class="button">Search</span> button.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/quick_call_search.png" alt="Quick call search" />
<h4>Call type</h4>
<p>The default call type is set to search on <span class="keyword">All call types</span>. 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:</p>
<ul>
<li><span class="keyword">All call types:</span> Search on all calls</li>
<li><b>Answered:</b> Search only on answered calls</li>
<li><b>Outbound:</b> Search only on outbound calls</li>
<li><b>Missed:</b> Search only on missed calls</li>
</ul>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_1.png" alt="Call type" />
<h4>Period</h4>
<p>When searching for a call, you may want to define the search period. The default period on TIM Enterprise is <span class="keyword">Today</span>. To change and select a different period, simply select from the drop-down list. <p>The options available are as follows:</p>
<ul>
<li><b>Today:</b> The start date and end date is set to the current date. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</li>
<li><b>Yesterday:</b> The start date and end date is set to the current date minus one day. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</li>
<li><b>This week:</b> The start date is set to the Monday of the current week, whilst the end date is set to the current day. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</li>
<li><b>Last week:</b> The start date is set to the last Monday, whilst the end date is set to the start date plus seven days. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</li>
<li><b>This month:</b> The start date is set to the 1<span class="exponent">st</span> day of the current month and the end date to today. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</li>
<li><b>Last month:</b> The start date for this period is set in three stages. The day is set to <span class="keyword">01</span>, the month is set to the current month minus one, or in the case of January, it is set to <span class="keyword">12</span>. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</li>
<li><b>This year:</b> The start date is set to the first day of the first month of the current year. The end date is set to today's date. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</li>
<li><b>All calls:</b> The start date is set to the date of the first call in the database, whilst the end date is set to the date of the most recent call in the database. Times are also set to the times of the first and last calls in the database.</li>
<li><b>Custom:</b> Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates.</li>
</ul>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_2_1.png" alt="Period" /><br/>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_2_2.png" alt="Period" />
<h4>Dialled number</h4>
<p>You may search for calls to either a full or partial dialled number. A wildcard character is not required e.g. 01234567890 or 07 will suffice. If you want to search for calls to a specific number, enter that number in the search field. You may comma separate if you want to search for more than one number. You may also enter partial numbers or <span class="keyword">**</span> if looking for calls to numbers beginning with a particular code or number sequence.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_3.png" alt="Dialled number" />
<h4>CLI</h4>
<p>You may search for calls made from any full or partial phone number. Wildcard characters are not necessary. e.g. If you know the call originated in Manchester you might enter 0161 here. If you want to search for calls from a specific CLI enter that number in the search field. You may also use any of the combinations shown in the <span class="reference">Dialled number</span> field above. If you want to search for calls to and from a particular number, simply enter the number (or list of comma separated numbers) in BOTH the <span class="reference">Dialled number</span> and <span class="reference">CLI</span> field.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_4.png" alt="CLI" />
<h4>Entity</h4>
<p>If you want to report on all areas of your organisation, ignore this field and leave blank.</p>
<p>If you want to select a specific area for reporting press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Add button"> button to select the areas of the directory you would like to report on.</p>
<p>You can drill up and down the directory from here:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_1.png" alt="Search entity">
<p>To select an area for reporting, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/tick_button.png" alt="Tick button"> alongside. To drill-down further, just click on the hyperlink. Alternatively, if you are looking for a specific area or name, you can just enter the name and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_button.png" alt="Search button"> button, on the top of the window.</p>
<p>Please note that if your access is restricted, you will need to speak to your system administrator to get access rights to other areas.</p>
<p>If you drill-down too far and need to go back, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/back_button.png" alt="Back button"> button on the light blue bar.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_5.png" alt="Limit results to" />
<h4>Limit results to</h4>
<p>If you want to limit the results of a particular search, simply type in the number of results you would like to display. e.g. if you enter <span class="keyword">50</span> here, then only 50 results are shown.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_6.png" alt="Limit results to" />
<p>Any search results will be shown in place of the <span class="reference">Most Recent Calls</span> panel to the right of the <span class="reference">Quick Call Search</span>
panel as shown below. When recording is included, the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/recording_button.png" alt="Recording"> button will allow you to click and play the associated recording. </p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_results.png" alt="Search results" /></p>
<p>To return to the original <span class="reference">Most Recent Calls</span> list, click on the <span class="link">Back to recent calls</span> link, on the top right of the panel.</p>
<h4>Flags</h4>
<p>The flags associated with each call in the search results are graphically represented as follows:</p>
<ul style="list-style: none;">
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/gray_recording_button.png" alt="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".
</li>
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/recording_button.png" alt="Listen to the recording button" />
Click on this speech lozenge icon to listen to the recording associated to this call.
</li>
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/score_button.png" alt="Score the call" />
Click on this gray blank star icon to score this call.
</li>
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/scored_button.png" alt="View the score" />
Click on the coloured star icon to view the score for this call.
</li>
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/note_button_1.png" alt="Add a note button" />
Click on this grey blank note icon to add a note to this call.
</li>
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/note_button_2.png" alt="Review notes button" />
Click on this coloured note icon to review notes associated with this call.
</li>
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/gray_add_button.png" alt="No legs" />
When the legs icon is grey it means that there are no legs associated with this call.
</li>
<li>
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="See additional legs" />
Click on this green legs icon to see additional legs associated with this call.
</li>
</ul>
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