User Guide

Archives Tab
September 2009 51
One-Step Search Process
By default the start and end dates are yesterday’s date (start date) and today’s date
(end date).
If you are a manager or supervisor, the list of contacts will only display the agents who
currently belong to your group or team.
To search the archives for a contact recording using the one-step process:
1. Enter any one or all of these search criteria:
■ Agent Tagged
■ Metadata Field and Metadata Search
■ Phone
The Find Contacts button is enabled.
2. Enter the start and end date of the period during which the contact occurred.
3. Click Find Contacts.
A list of the contacts that were made during the date range you selected by
agents who were active at that time, and that fit your other search criteria, is
displayed in the Contacts pane.
Two-Step Search Process
By default the start and end dates are yesterday’s date (start date) and today’s date
(end date).
If you are a manager or supervisor, the list of contacts will only display the agents who
currently belong to your group or team.
To search the archives for a contact recording using the two-step process:
1. Enter all or part of the first and/or last name of the agent whose contacts you
want to find, and then click Find Agents.
End Date Automatically filled with today’s date. Select the desired
date using the calendar button or entering the date in
<Month> <day>, <year> format.
* All search criteria fields except Start Date, End Date, and Metadata Field accept any defined
unicode character, plus wild cards (that is “?” and “*”). A defined unicode character is any
character that can be typed on your keyboard. The asterisk (*) can represent any quantity of any
character, as long as the other characters in the string match. The question mark (?) in a string can
be replaced by any character, but the length of the string must be exactly as represented.
Table 23. Archive search criteria fields — Continued
Field Description
*