Search criteria can be specified in the Filter Panel in one of two modes:
In general, Standard mode is easier to use. In addition, it includes the full range of search options available, while Text mode only includes the more basic options. However, in some cases, Super Users who know exactly what they want to include in their search criteria may find it faster to type the criteria in Text mode.
You can switch back and forth between the two modes while you are in the process of defining search criteria. The display in each mode is automatically updated to include the changes that were made in the other mode.
This section explains how to use Text mode. For information about using Standard mode, see Defining Search Criteria.
You can open Text mode at any time while you are defining search criteria. The criteria that are currently selected are displayed in both modes.
To switch into Text mode:
To switch into Standard mode:
You define filter conditions by typing the code for the type of filter and selecting the condition from a dropdown menu.
You can use the following codes in Text mode:
| Code | Description |
|---|---|
| T | Topic |
| C | Category |
| D | Date |
| CD | Custom Date |
| L | Language |
You can insert one language and one date condition, and multiple Category and Topic conditions. Each Category and Topic condition can also include multiple items. The logical relationship between items within a single condition is OR - if any of the items are in the call, the call will be included in the search results. The logical relationship between separate conditions is AND - only calls that meet both conditions are included in the search results.
| To filter the list, begin typing a sequence of characters that appear in the name of the option. Only those options that contain the specified sequence of characters are displayed. |
| You can insert multiple Category and Topic filter conditions. The search results will only include calls or Events that match all of the filter conditions. For example, if you insert two Category conditions, C:Accounting and C:Short Calls, only calls that are in both Categories are included in the search results. Note, however, that within a single filter condition, if you select multiple items, the logical relationship between the items is OR. That is, if any of the items is found in a call, the call is included in the search results. For example, if you insert one condition, C:Accounting, Short Calls, calls that are in either Category are included in the search results. |
You can delete filter conditions as necessary by editing the text field. In addition, you can clear all of the filter conditions. Note that if you clear all filter conditions, even conditions that are only visible in Standard mode, and cannot be seen in Text mode, are deleted.
To delete a filter condition:
To clear all the filter conditions: