How to perform a quick search in the Call List View

Find out how to use the quick search tool in the call list view

Table of Contents

Introduction
Step-by-Step Guidance
Further Reading

Introduction

The Call List View in Explore is a database of all your organization's calls and their metadata. So you can quickly find the call or types of calls you are looking for, there are a number of search and filter options to refine the calls displayed.

The search bar at the top of the call list enables quick search based on some of the most common search types, including Case ID, Address and Complaint type.

To perform a quick search in the Call List View - Explore the permissions Explore app and View AI models are required

Step-by-Step Guidance

The Quick Search bar can be found at the top of the Call List View in Explore

1. First, select a Search Type from the drop-down menu. The available search types in the Quick Search bar are:

- Case ID
- External ID
- Note
- Address

2. Once the Search type has been defined, the search bar can be used to type in the relevant search terms i.e. keywords or Case ID
3. Click Search to apply the keyword search terms

💡 You can complement your search by using the date or additional filter options to further specify the details of the listed calls

How to perform a quick search in the Call List View

Find out how to use the quick search tool in the call list view

Introduction

Step-by-Step Guidance

Further Reading