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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 Interaction History history list.
  • (D) List Listen to the Call/Read the Text 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 will 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 the dropdown 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 the dropdown 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.