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Quick search

The toolbar at the top of the Conversations list is the fastest way to narrow down the list. It combines three quick filters:

  • a date range picker,
  • a user or group selector,
  • a free-text Search for text field.

Enter your criteria and click Search. The results page keeps your criteria in the URL, so you can bookmark or share a search.

Quick search on the Conversations list

Quick search in action: the text "Gail" matched three conversations by the called-party name, with the matches highlighted in the list.

What the text search matches — and what it does not

The Search for text field matches conversation metadata:

  • caller and called-party phone numbers,
  • caller and called-party names (caller ID), as provided by the phone system,
  • the original calling number and originally dialed digits, if available,
  • notes attached to the conversation,
  • the agent identifier (ACD agent ID), if available.

Warning

Quick search does not search transcript text or summaries. To search what was said in conversations, use the Call - Transcript or Call - Summary parameters in advanced search.

Search by date range

Click the date field and choose a preset such as Today, Yesterday, Last 7 days, or Last 30 days, or pick exact start and end dates in the calendar.

Search by user or group

Click Select a User or Group and pick from the list — groups are highlighted in bold. The drop-down includes an inline search box for locating a user quickly in a long list.

To clear your criteria, open the arrow next to the Search button and select Reset search.