Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Accessing the Unprocessed list
- (A) History - Click to access the Unprocessed list.
Navigating the Unprocessed list
- (B) Unprocessed list - The Unprocessed list will open by default.
- (C) All list - Click to access the entire history list.
- (D) Listen to the Call/Read the Text or Email - Click anywhere on the communication item to either listen to a recording of the call or read the transcript of the text or email.
- (E) Filter by Communication type dropdown - By default, all communication types show in both the Unprocessed and All list. Click to filter the list by communication type.
- (F) Filter by Time dropdown - By default, the list will show all items. Click to filter by a specific time period.
- (G) Filter by Location dropdown - By default, the list will show items at all locations you have access to. Click to filter by a specific location(s).
- (H) Additional Filters - Click to access the additional phone number and employee filter.
- (I) Apply - Click to update the list according to your selected filters.
- (J) Reset - Click to remove all filters and view the entire list.
- (K) Sort dropdown - By default, the list shows items from newest to oldest. Click the dropdown to reverse the sorting order.
- (L) Page Pagination - Enter a specific page in the Unprocessed list or Next to advance the list to the next page.
- (M) Results per Page dropdown - Click the dropdown to adjust how many items appear on each page.
