Modify Saved Searches

You must have the default Administrator, Supervisor or Agent role or a custom role that includes the VIEW_PLAYBACK_CALLS permission to use the Recordings > Playback > Saved Searches folders.

A user can modify an existing Saved Searches folder by modifying the Custom Search Criteria.

1. From the Recordings > Playback window, expand the folder pane on the left side of the Playback window by clicking on the arrow.
2. Highlight the title of the saved search folder desired to modify.
3. Click the Modify button at the bottom of the window .
4. The Custom Search Criteria window pops up.
5. Adjust any set of search parameters to run a search using the Options, Users and Groups tabs.
6. When search parameters changes are complete, click Save.
7. The Playback title bar will change to the name of the folder, such as Search Results - <search name> and only the interactions that match the adjusted search criteria will be shown in the Playback table.