When viewing a Call List using Manage Campaign Records button, you can sort by column, show and hide columns, search, filter and mass update records using the following tools:
Column Headings
Call List data can be reordered by clicking on any of the headings at the top of the page. You can add columns to this view from the imported into the call list. See display preferences.
Select individual records using the checkbox adjacent to the records you wish to update, or all currently displayed records using the checkbox at the top. Records can then be mass-updated, using the Change Status, Change Priority, Change Call Attempts, Change Assignments, Reschedule Records, Redistribute Records, Prioritise Records or Disable Records buttons in the panel to the left.
Add, remove and reorder columns shown in the call list view.
To add a field to the list view, use the New Fields dropdown, select your field, then click the plus (+) icon to the right of the dropdown. You can choose from any of the fields from the outbound template, or any script fields you mapped your call list data to.
To remove a field from the list view, click the red X to the right of it.
To reorder the fields, use the up and down arrows to the right of the fields listed under "Displayed Fields"
Search and filter can be used to find individual records within a call list, or to select a range of records that match certain criteria in order that they can be mass updated. items that can be mass updated include, status, priority, call attempts, assignments, rescheduling, priority, disabled.
Search Value: Enter the value or part of a value contained within the call list item(s) you are looking for.
Criteria:
Like Will return any value where the searched field CONTAINS the string entered in the Search Value box.
= Will return any exact match where the searched field EXACTLY MATCHES the item entered as the Search Value
<> Will return any record where the searched field DOES NOT MATCH the search string.
Not Like Will return any value where the searched field DOES NOT CONTAIN the search string.
Search Field: Choose which field must match the search criteria you have specified. You can search on any script field mapped in your call list, although they will not appear in this drop down list unless you have added them to the list view using the Preferences button.
When you have filtered your records, you can then mass update them.
Whereas the simple Search and Filter tool, as shown above, will let you enter criteria on a single campaign or script field, Advanced Search enables searching using any combination of campaign and script fields using "Like", =, <>, and "Not Like":
Choose fields to compare, enter a value, then hit search at the bottom of the page.
