Searching for calls

File 189The main 'Search for Calls' page is divided into two panes. The upper pane contains the basic 'Search' filters available, and the lower pane contains all the 'Calls' matching those criteria.

By default, the page will always be set to 'Calls' for 'Today' and 'All' for the remaining criteria.

♣ Note: The actual 'Calls' displayed will be dependent on the users access rights on the recordX system.

 

Basic Filters

 

File 190This screen-shot shows the 'basic' 'Search' filters available that are the most common search scenarios. These filters are:

File 191Date

This filter offers the user the following options:

  • Today
  • Yesterday
  • This Week
  • Last Week
  • This Month
  • Last Month
  • Custom

The majority of the options are self-explanatory, however 'Custom' requires further explanation.

File 192Date - Custom

The 'Custom' filters enables you to set the 'Start' and 'Finish' dates for the 'Search'. When 'Custom' is selected, both fields default to the current date.

To change the date, click the 'Calendar' icon on the right of the field (highlighted in the screen-shot) and navigate to the required date. The two arrows on the month caption bar are used to move backwards and forwards through the months and the date is selected with a single mouse-click to highlight the date.

File 193Time of day

The options available are:

  • All
  • Office hours (9-5)
  • Out of Office Hours
  • Custom

The majority of the options are self-explanatory, however 'Custom' requires further explanation.

File 194Time of day - Custom

The 'Custom' filters enables you to set the 'Start' and 'Finish' times for the 'Search'.

To change any of the 'Time' fields, click the down-arrow on the right of the field (highlighted in the screen-shot) to invoke the drop menu, then select the appropriate time with a single mouse-click.

File 195Call Type

Offers the user the following:

  • All Call Types
  • Outgoing
  • Incoming

File 196Call Duration

Accessed via the drop-menu offering the following:

  • All
  • 0
  • 10 secs
  • 30 secs
  • 1 mins
  • 5 mins
  • 10 mins
  • 30 mins
  • 1 hr

File 197Extension Filtering

Two check-boxes enable you to select 'Calls' coming 'From' or 'To' a particular 'Extension'. By default both will be selected.

To select a specific 'Extension', click the down arrow on the right of the field...

File 198... to invoke a drop-menu showing all the 'Extensions'. The required 'Extension' is selected with a single mouse-click.

In the same way, you can also select an 'Extension Group' e.g. 'Customer Service', as a 'Filter'.

File 199Phone Number Filtering

Two check-boxes enables you to select 'Calls' coming 'From' or 'To' a particular 'Phone Number'. By default both will be selected.

To select a specific 'Phone Number', click the down arrow on the right of the field...

File 200... to invoke a drop-menu showing all the 'Phone Numbers'. The required 'Phone Number' is selected with a single mouse-click.

You can also this filter as a free-form field to manually imput a number you want to search for.  Wildcards (*) can be used e.g. *55512* would bring back a telephone number that contains a string of "55512" somewhere in the number.

File 201When all the required 'Filters' have been set, click the 'Search Recordings' button to locate the call(s).

More Filters

File 202To access the additional 'Filters', click the 'More Filters' button (highlighted in the screen-shot)...

File 203... to reveal the eight other set of filtering criteria, which are: -

  • Site
  • Ring Time
  • Lines
  • Accounts
  • Call Duration Type
  • DDI
  • Flagged
  • Notes
  • Random %
  • Zero Duration Calls
  • PBX Extensions

File 204Site Filtering

This 'Filter' is only applicable where recordX is being used in a multi-site environment.

File 205Ring Time Filtering

The 'Filter' enables you to select a 'Ring Time Range' using the two drop menus to select the shortest and the longest 'Ring Times'. 

File 206Lines Filtering

This facility enables you to select a specific 'Line' or 'Channel'.

File 207Accounts Filtering

This facility enables you to select a specific 'Account Code'.

Note: This feature is 'Phone System' dependent as not all systems offer the ability to associate telephony traffic with 'Account Codes'.

File 208Call Duration Type Filtering

This particular 'Filter' criteria enables you to 'split' the results of a 'Search' into the individual component parts of the call.

For example, where an auto attendant system is in operation the entire call recording will include all of these announcements and possibly 'comfort' messages in addition to the actual conversations between the caller and the person (or persons) who actually dealt with the call.

The default setting of this 'Filter' is 'Whole Recording', however if you select 'Call Participant' from the drop menu, all the individual elements of a call recording will be returned in the 'Search'.

File 209DDI Filtering

Unlike all the preceding 'Filters', which use drop-menus to select the various criteria options, 'DDI' is an entry field. It enables you to enter: 

  • Single 'DDI'
  • Multiple 'DDI's' - separated by commas with no spaces
  • Range - starting 'DDI' and finishing 'DDI' numbers separated by a dash with no spaces
  • Wildcard - using a '*' to represent the missing digits, e.g. '60702*' would return all the DDI's that start with those digits (607021, 607022, 607023, etc.).

File 210Flagged Filtering

Enables you to 'Search' for call recordings that have been assigned a specific 'Flag' for identification purposes.

The two options not shown in the screen-shot are:

  • Has Been Listened To
  • Has Audit Events - where the recording has been played more than once

File 211Notes Filtering

Enables you to 'Search' for call recordings that have been annotated. To use this facility, select the 'Notes Available' option from the drop-menu with a single mouse-click.

File 212Random % Filtering

It enables you to select a a random percentage of 'Call Recordings' via the drop-menu.

File 213Zero Duration Calls

This 'Filter' enables you to exclude 'Zero Duration Calls' (call records that exist on the recordX system but have no talk time) from a 'Search'.

File 214PBX Extensions

This highly specialised 'Filter' is normally only used to search for unmatched 'Call Records' that have been manually allocated to a specific 'Phone System Extension' by the 'Administrator'. You can enter a single extension number or a list, separated by commas.

♣ Note: Unmatched 'Call Records' that have been manually assigned to an 'Extension' will not be visible in a normal 'Search' result because the original 'identifier' has been modified

File 215When all the required 'Filters' have been set, click the 'Search Recordings' button to locate the call(s).

Saving a New Filter

File 216record X enables you to save 'Filters' you use on a regular basis. Once you have configured all the 'Filter' settings click the 'Save New' button...
File 217... to open the 'New Filter' dialogue box. After naming the 'Filter', you have the option of making it 'Private', which means only you can access it, or making it 'Public', which means anyone with access to record X can use this 'Filter'.

Using a Saved Filter

File 218You can access not only your own ('Private') 'Filters' but also any of the 'Public' ones on the system from the drop-menu.

Simply click on the filter you wish to use and click 'Search Recordings'.

Saving changes to an existing Filter

File 219If you make any changes to the setting of an existing 'Filter' you can save the changes by clicking the 'Save' button.
File 220The system will ask you if you wish to save the changes to the existing 'Filter'.