<p>This feature allows you to quickly find calls without having to run reports. Enter as many details as you can in order to limit the amount of results returned and then click the <span class="button">Search</span> button.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/quick_call_search.png" alt="Quick call search" /> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh" width=100>Field name</th> <th class="confluenceTh">Description</th> <th class="confluenceTh">Example</th> </tr> <tr> <td class="confluenceTd"><b>Call type</b></td> <td class="confluenceTd">The type of call you are looking for e.g. Incoming, Outgoing, Internal. If you would like to report against all call types, ensure that the default <span class="keyword">All call types</span> option is selected. </td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_1.png" alt="Call type" /></td> </tr> <tr> <td class="confluenceTd"><b>Period</b></td> <td class="confluenceTd">When searching for a call, you may want to define the search period. The default period on TIM Plus is <span class="keyword">Custom</span>, whereupon you'll be able to specify exact <span class="keyword">From</span> and <span class="keyword">To</span> dates and times in the boxes below. To change and select a different period, simply select from the drop-down list. <p>The options available are as follows:</p> <ul class="table"> <li><b>Today:</b> The start date and end date is set to the current date. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</li> <li><b>Yesterday:</b> The start date and end date is set to the current date minus one day. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</li> <li><b>This week:</b> The start date is set to the Monday of the current week, whilst the end date is set to the current day. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</li> <li><b>Last week:</b> The start date is set to the last Monday, whilst the end date is set to the start date plus seven days. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</li> <li><b>This month:</b> The start date is set to the 1<span class="exponent">st</span> day of the current month and the end date to today. The default start time is set to <span class="keyword">00:00:00</span> and the end time to the current time.</li> <li><b>Last month:</b> The start date for this period is set in three stages. The day is set to <span class="keyword">01</span>, the month is set to the current month minus one, or in the case of January, it is set to <span class="keyword">12</span>. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</li> <li><b>This year:</b> The start date is set to the first day of the first month of the current year. The end date is set to today's date. The start and end times are set to <span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</li> <li><b>All calls:</b> The start date is set to the date of the first call in the database, whilst the end date is set to the date of the most recent call in the database. Times are also set to the times of the first and last calls in the database.</li> <li><b>Custom:</b> Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates.</li> </ul> </td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_2_1.png" alt="Period" /><br/> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_2_2.png" alt="Period" /></td> </tr> <tr> <td class="confluenceTd"><b>Dialled number</b></td> <td class="confluenceTd">You may search for calls to either a full or partial dialled number. A wildcard character is not required e.g. 01234567890 or 07 will suffice.<p>If you want to search for calls to a specific number, enter that number in the search field.</p><p>You may comma separate if you want to search for more than one number.</p><p>You may also enter partial numbers or <span class="keyword">**</span> if looking for calls to numbers beginning with a particular code or number sequence.</p></td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_3.png" alt="Dialled number" /></td> </tr> <tr> <td class="confluenceTd"><b>CLI</b></td> <td class="confluenceTd">You may search for calls made from any full or partial phone number. Wildcard characters are not necessary, e.g. if you know the call originated in Manchester you might enter 0161 here.<p>If you want to search for calls from a specific CLI enter that number in the search field.</p><p>You may also use any of the combinations shown in the <span class="reference">Dialled number</span> field above.</p><p>If you want to search for calls to and from a particular number, simply enter the number (or list of comma separated numbers) in BOTH the <span class="reference">Dialled number</span> and <span class="reference">CLI</span> field.</p></td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_4.png" alt="CLI" /></td> </tr> <tr> <td class="confluenceTd"><b>Site</b></td> <td class="confluenceTd">Choose a specific site you want the search to cover. Select <span class="keyword">(All sites)</span> to search across all sites' calls.</td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_5.png" alt="Sites" /></td> </tr> <tr> <td class="confluenceTd"><b>Group</b></td> <td class="confluenceTd">Having chosen a specific site, you can optionally limit the search to a specific user group on that site, by selecting it here.</td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_6.png" alt="Group" /></td> </tr> <tr> <td class="confluenceTd"><b>User</b></td> <td class="confluenceTd">Having chosen a specific site and user group, you can limit the search to a specific user by select that user here.</td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_7.png" alt="User" /></td> </tr> <tr> <td class="confluenceTd"><b>Limit results to</b></td> <td class="confluenceTd">If you know there may be many search results, you can speed up the search by limiting the number of results returned. e.g. if you enter "50" here, then only 50 results are shown.</td> <td class="confluenceTd"><img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_exmpl_8.png" alt="Limit results to" /></td> </tr> </tbody> </table> <p>Any search results will be shown in place of the <span class="reference">Most Recent Calls</span> panel to the right of the <span class="reference">Quick Call Search</span> panel as shown below. When recording is included, the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/recording_button.png" alt="Recording"> button will allow you to click and play the associated recording.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/search_results.png" alt="Search results" /> <p>To return to the original <span class="reference">Most Recent Calls</span> list, click on the <span class="link">Back to recent calls</span> link, on the top right of the panel.</p> <h4>Flags</h4> <p>The flags associated with each call in the search results are graphically represented as follows:</p> <ul style="list-style: none;"> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/gray_recording_button.png" alt="Listen to the recording button" /> When the speech lozenge is grey it means that there is no associated call recording. This may be because this is an internal call or because the system has been set to exclude this user from call recording i.e. "Do not record calls for this user". </li> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/recording_button.png" alt="Listen to the recording button" /> Click on this speech lozenge icon to listen to the recording associated to this call. </li> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/score_button.png" alt="Score the call" /> Click on this gray blank star icon to score this call. </li> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/scored_button.png" alt="View the score" /> Click on the coloured star icon to view the score for this call. </li> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/note_button_1.png" alt="Add a note button" /> Click on this grey blank note icon to add a note to this call. </li> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/note_button_2.png" alt="Review notes button" /> Click on this coloured note icon to review notes associated with this call. </li> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/gray_add_button.png" alt="No legs" /> When the legs icon is grey it means that there are no legs associated with this call. </li> <li> <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_button.png" alt="See additional legs" /> Click on this green legs icon to see additional legs associated with this call. </li> </ul> |