To find a particular interaction with a contact:
Procedure #
Step 1:
Click:
Step 2:
In the Filter box, enter specific search terms. For example, you may be looking for inbound interactions only.Any unicode characters are allowed, including whitespace and accented letters. The characters are not case-sensitive.
Partial search strings are supported. So, for example, if you search on “admin”, all searchable data containing this string anywhere in the field will be shown, such as “admin@company1.com”, “user1@admin.org”, etc.
A single search string can be matched against multiple fields simultaneously. For example, if you are searching on all interactions in the contact history and you specify “Dan” as the search criteria in the Filter box, all interactions with either “Dan” or “dan” in any of the fields will be shown.
To clear search criteria so that the complete list is displayed again, delete any characters in the Filter search box.