Filters and Advanced Search on New Experience
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Overview
On this page, we’ll explore the filters available on New Client Experience to manage channels accounts, queues and settings sections.
When you open a section, you will view this commands on the topbar. From this menu, you can:
search for a specific item (agent, report, queue, voice recordings and so on depending on the section)
clear all filters
manage columns to customize visible columns to suit your preferences, by selecting or not them.
In fact from the dropdown menu, you can see all the columns that can be added or removed from the table
On the table, you can sort elements in ascending or descending order, by clicking on arrows and you can activate the advanced search for each field with the funnel icon
From the bottom bar, by clicking on the button Reset table, you will reset the table with default columns
From the bottom bar, by clicking on the button Reset table, you will reset the table with default columns
Advanced search
All Channel queues
You can enable advanced search options for each field.
ID | equals / not equals / less than / less than or equal to / greater than / greater than or equal to | numeric value |
Name | starts with / contains / not contains / ends with / equals / not equals | textual value |
Timeout | equals / not equals / less than / less than or equal to / greater than / greater than or equal to | numeric value |
Strategy | dropdown menu with checkbox options | select one or more choices |
Created at | select range date from the calendar |
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Updated at | select range date from the calendar |
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Description | starts with / contains / not contains / ends with / equals / not equals | textual value |
Digital channel accounts/websites
FIELD | CHANNELS | OPERATOR | VALUE |
ID | All channels | equals / not equals / less than / less than or equal to / greater than / greater than or equal to / between | numeric value |
Name | All channels | starts with / contains / not contains / ends with / equals / not equals | textual value |
Key | All channels | equals / not equals / contains / ends with / contains / starts with | textual value |
List | All channels | dropdown menu with checkbox options | select one or more choices |
Created at | All channels | select range date from the calendar |
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Updated at | All channels | select range date from the calendar |
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Description | All channels | starts with / contains / not contains / ends with / equals / not equals | textual value |
Website Domain | Chat | equals / not equals / contains / ends with / contains / starts with | textual value |
Proxy or Motion Domain | Chat | equals / not equals / contains / ends with / contains / starts with | textual value |
Service | NOT YET ON NEW CLIENT |
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email address | NOT YET ON NEW CLIENT |
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active status | NOT YET ON NEW CLIENT |
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Reply URL | Openchannel | equals / not equals / contains / ends with / contains / starts with | textual value |
Trunk | Fax | dropdown menu with checkbox options | select one or more choices |
Local Station Identifier | Fax | equals / not equals / contains / ends with / contains / starts with | numeric value |
Type | SMS | dropdown menu with checkbox options | select one or more choices of provider type |
Phone
| SMS | equals / not equals / contains / ends with / contains / starts with | numeric value |
Voice Routes
ID | equals / not equals / less than / less than or equal to / greater than / greater than or equal to | numeric value |
Phone number | starts with / contains / not contains / ends with / equals / not equals | numeric value |
Context | dropdown menu with checkbox options | select one or more choices |
Company | dropdown menu with checkbox options | select one or more choices |
Alias | starts with / contains / not contains / ends with / equals / not equals | textual value |
Description | starts with / contains / not contains / ends with / equals / not equals | textual value |
Created at | select range date from the calendar |
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Updated at | select range date from the calendar |
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Moreover Inbound and Internal Routes can be filtered by Voice Queues
Advanced Filters Across Sections
These advanced filters are visible in different sections:
Teams
Lists
Contexts
ID | equals / not equals / less than / less than or equal to / greater than / greater than or equal to | numeric value |
Name | starts with / contains / not contains / ends with / equals / not equals | textual value |
Description | starts with / contains / not contains / ends with / equals / not equals | textual value |
Created at | select range date from the calendar |
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Updated at | select range date from the calendar |
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Interactions
You can filter the interactions using the Advanced Search as described below:
Click the Advanced Search button (filter icon) to open the search configuration form to create customized queries.
Select one of the below options:
meet all the conditions: all inserted conditions must be met (logical AND)
meet at least one condition: at least one condition must be met (logical OR)
Select a Field
Scroll through the list to choose one of the available search fields (i.e. Agent, Status, Disposition)
Choose an Operator
Select a comparison operator among those available (e.g., equals, contains, starts with, etc.).
Enter a Value
Input or select the value you want to match.
Click + button (Add Condition) to include it in your query.
To add more conditions, repeat the steps 3-6 and finally click on Filter. Matching results will be displayed in the interaction list.
Below the actions you can perform on conditions:
Delete a single condition: Click the ✖ icon next to a condition.
Delete all conditions: Click the Reset button.
Edit a condition: Click on an existing condition and select Edit to change the field, operator, or value.
Disable/Enable a condition: Click on a condition and choose Disable or Enable as needed.
When the advanced search is active, the Advanced Search button blinks to indicate it's in use.
Advanced search applies across the entire dataset, regardless of any filters applied in the list view.