The Call Center tab includes filters that help you quickly find texts, calls, and voicemails. These filters make it easier to stay organized and follow up with members.

What You Can Filter

The following filters are available in the Call Center tab:

1. Time Received

You can filter calls, texts, and voicemails by when they were received.

• For example, filter to view only messages from this week or the this month, or a custom time range.

2. Status: Read vs. Unread

You can filter text messages based on whether they have been read.

• Once you open a message, it is marked as read

3. Type of Call

You can choose to view:

• All calls
• Missed calls only

4. Member Phone Number

You can search by a member’s phone number to find their call or message history.

5. Listened vs. Unlistened Voicemails

You can filter voicemails based on whether they have been listened to.

• Once a voicemail is played, it is marked as listened