CallRex Call Recording Version 3.7 Administrator's Manual: Search - Telrex Manuals
Download a PDF version of the CallRex Version 3.7 Administrator's Manual.
In this section:
- Search Criteria
- Viewing Recorded Calls
- Selecting Search Criteria
- Saving Search Criteria
- Viewing Calls by Date Range
Search
Search allows you to find specific calls without having to wade through a lot of unrelated information. The Search subsection includes the Search Criteria tab and Search Results tab. The Search Criteria tab allows you to find specific information associated with a phone call. The Search Results tab displays the result for the selected search criteria.
Note: At least one parameter should be set to perform a search.
The Search Criteria tab allows you to find specific information associated with a phone call.
To search for a particular record:
- Select Usage > Search in the navigation pane.
- Select the user name from the Users list.
- In the Search Criteria tab, select one or more parameter of the search criteria
- Click Search. The results for the search criteria are displayed in the Search Results tab..
Note: Click Clear All to clear the search criteria.
The Search Criteria tab allows you to set the following search parameters:
| Parameter | Description |
| Data Source | Limit search to a specific call information data source. |
| Time Period | limit search to a specific time period. |
| Phone Profile | Limit search to a specific phone profile. |
| Email Keywords | Active only if CallRex Computer Recording is purchased. |
| Inbound Calls | Limit search to specific caller ID number and caller ID name. |
| Outbound calls | Limit search to specific outbound number. |
| Flag Name | Limit search to specific flag name and flag value. |
| DNIS | Limit search to specific DNIS number. |
| URL | Active only if CallRex Computer Recording is purchased. |
Data Sources
The data source stores the call information such as: name, location, and date and time of the first and last calls.
- To set the Data Sources parameter, select the check boxes corresponding to the data source.
- Click Select All to select all the data sources.
- Select the Show All option to view all the data sources.
- Select the Show Selected option to view only the selected data sources.
Note: Select the Show All option to view all of the data sources. Select the Show Selected option to view only the selected data sources.
Time Period
The time period helps limit the search for a record to a specific time period. To set the Time Period parameter, specify the Start and Stop time and date from respective Time and Date lists.
Phone Profile
The phone profile limits the search of records to the members of a specific phone profile. To set the Phone Profile parameter, select one or more phone profiles.
Inbound Calls
The Inbound Calls parameter limits the search of records to the specific inbound call information details. There are three sub-parameters to be set from. You can set one or more sub-parameters.
Note: Select a name or number, and click Edit to edit the parameter. Select a name or number, and click Delete to delete the parameter.
- To set the Caller ID Number parameter, select a number in the list. You can also add a new number to the list.
- To add a new number, click Add. The Add Caller ID Number Trigger dialog box opens.
- Enter the number. To perform a wildcard search, you can replace a number by "*" (asterisk).
- Click OK. The number is displayed in the Caller ID Number list.
- To set the Caller ID Name sub parameter, select a name in the list. You can also add new name to the list.
- To add a new name, click Add. The Add Caller ID Name Trigger dialog box opens.
- Enter the name. To perform a wildcard search, you can replace an alphabet by "*" (asterisk). For example, entering A****** displays all names beginning with A.
- Click OK. The name is displayed in the Caller ID Name list.
The Agent ID sub parameter is currently grayed out.
Outbound Calls
The Outbound Calls parameter limits the search of records to the specific outbound call number.
- To set Number, select a number in the list. You can also add a new number to the list.
- To add a new number, click add. The Add Outbound Number Trigger dialog box opens.
- Enter the number. To perform a wildcard search, you can replace a number by "*" (asterisk).
- Click OK. The number is displayed in the Number list.
Flag Name
The Flag Name parameter limits the search of records to the specific flag names and/or values. To set the Flag Name parameter, select a flag name in the Flag Name list. Select the corresponding flag value from the Flag Value list.
DNIS
The DNIS parameter limits the search of records to the specific DNIS. To set the DNIS parameter, select a DNIS number in the list. You can also add a new DNIS number to the list.
- To add a new DNIS, click Add. The Add DNIS Number Trigger dialog box opens.
- Enter the number. To perform wildcard search, you can replace a number by “*” (asterisk). For example, entering 425******* will show all numbers with area code 425.
- Click OK. The number is displayed in the DNIS list.
You can save the search criteria. This is helpful when search is performed for a specific set of criteria.
To save the search criteria:
- Follow steps 1-4 listed in the Search instructions above to specify search criteria.
- Click Save in the Saved Searches group box. The Save Search dialog box opens.
- Enter a name for the search in the Name field.
- Click OK to save the search. The name of the search appears in the Saved Searches list.
Search Results
The Search Results tab displays the results of the search criteria defined in the Search Criteria window. Additionally, you can further filter the search results Date Range.
To filter search:
- In the Display Options group box, select the check box for Phone.
- In the Date Range group box, select the Search Results from the list and set Start Date and Stop Date for the duration that you want to filter the search results.
- Click Refresh. The result is narroed to the date range selected.
- Select a record and right click to play the recorded call, export it, edit the flag, or verify the watermark.
If you know the specific date of a call, you can modify the Date Range in the Search Results tab to view all the calls for the user, rather than using the Search Criteria window to run a search. You can search records of multiple users for a specific date range.
To search for calls within a date range:
- Select the users from the Users list.
- Select Custom from the Date list, and select the start date and stop date for the duration that you want to view the recorded calls from the Start and Stop lists. If you select an option other than Custom or Search Results from the list, then the Start and Stop fields appear as grayed out. These dates are automatically updated with reference to the system date.
- In the Display Options group box, select the Phone check box to view the information related to phone calls.
- Click Refresh. The call records for all of your Direct Reports are displayed. You can also right-click the record and perform different options from the shortcut menu.
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