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Call Center Data Filtering

Filtering call center data to enhance efficiency.

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Table of Contents

Time received filters Status filters: Read vs. Unread Call type filters Member search filters Voicemail tracking filters

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

Time received filters

  1. Navigate to the Call Center tab.
  2. Select the Time Received filter to narrow down communications by date.
  3. Choose from preset options such as "This Week" or "This Month," or define a Custom Time Range to locate specific historical records.

Status filters: Read vs. Unread

  1. Use the Status filter to organize your text messages.
  2. Filter by Unread to identify new incoming messages that require attention.
    • Note: Once you open a message, the system automatically marks it as Read, removing it from the unread filtered view.

Call type filters

  1. Open the Call Type dropdown menu.
  2. Select Missed Calls Only to prioritize returning calls from members who were unable to connect.
  3. Select All Calls to see the full history of inbound and outbound voice communications.

Member search filters

  1. Locate the Phone Number search box.
  2. Input a member’s specific phone number to instantly pull up their entire call and message history, regardless of when the communications occurred.

Voicemail tracking filters

  1. Select the Voicemail filter to manage audio recordings.
  2. Choose Unlistened to find new voicemails that have not yet been played.
    • Note: Once a voicemail is played, the status updates to Listened, helping you track which messages have been processed by your team.
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