Groups Tab

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 > Custom Search button.

The Custom Search > Groups tab is used to set recording search parameters for one or more groups. Remember Groups can be Contact Points or Users.

In the lower right-hand corner of the Custom Search Criteria > Options tab is a small double-line triangle. Users can click on it to drag the corner of the window in or out to adjust the window size. All associated text boxes and grids expand in unison.

Set a search parameter for one or more playback groups by:

  1. In the Playback tab Search Criteria window, navigate to the Groups Tab.

  2. Search text box: Here on the Groups tab, this quick search text box provides users with a quick filter search of the Available and Selected Resources grids. Entering a Group Name or Type will immediately refine the list to display only those items that match what was entered.

  3. Select the group(s) from the Available Resources table and move to the Selected Resources table. Sort the columns by clicking on the any of the column headers in the Available Resources table.
    1. Select one or more appropriate groups in the Available Resources table by using the SHIFT and/or CTRL key while selecting.
    2. Drag and drop your selection to the Selected Resources table or click the Add (>>) button.
    3. To remove a selection in the Selected Resources table, select the group and click Remove (<<) button.
  4. When selection of groups is complete, move to the next tab.