Create Saved Searches Folders

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.

Users can create Saved Searches folders before doing any searches. They can return to them later and modify them to enter their search criteria.

Saved Searches folders are only viewable by the user. Folders are not shared.

To create a new Saved Searches folder for later use:

  1. Go to the Recordings > Playback window, open the folder pane on the left side of the Playback windowby clicking on the arrow in the vertical bar to expand the pane. Two default folder names appear: Save Interactions and Saved Searches.
  2. There are two ways to start. Choose one of the following:
    1. Click Custom Search.
    2. Click on the Saved Searches root folder to select it.
      • Click New at the bottom of the Saved Searches folder area.
  3. In either case, the Custom Search Criteria window appears.
  4. On the lower right-hand corner of the Custom Search Criteria, enter a name for the search in the Folder text box.
  5. Click Save.
  6.  The new folder name appears under Saved Searches.

The user can return later, enter any search criteria relevant to this search, run the search and get the results saved in the new folder name.

Each folder is only viewable by the user. Folders are not shared.