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This guide explains how to use the History icon to access the Unprocessed list and how to use the list's filtering and search tools to find specific calls.
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. The (B) number badge above the icon indicates how many unprocessed calls need your attention.
Navigating the Unprocessed list
(
BC) Unprocessed list -
The Unprocessed list will open by default.
(
CD) All list -
Click to access the entire History list.
(
DE)
ListListen to the Call/Read the Text
- (Eor 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. Click here to learn how to process calls.
(F) Filter by Communication type
dropdown - (F- By default, all communication types show in both the Unprocessed and All list. Click to filter the list by a specific communication type.
(G) Filter by Time
dropdown -- By default, the list will show All Time items. Click to filter by a specific time period.
(
GH)Filter by Location
dropdown - (H- By default, the list will show items at all locations you have access to. Click to filter by a specific location(s).
(I) Additional Filters -
Click to access the additional phone number and employee filter.
(
IJ) Apply -
Click to update the list according to your selected filters.
(
JK) Reset -
- (K) Sort dropdown -
Click to remove all filters and view the entire list.
(L) Page Pagination -
For long lists, you can enter a specific page or Next to advance the list.
(M) Results per Page dropdown -
Click the dropdown to adjust how many items appear on each page making searches easier.
