.Search and Advanced Search vU9

You can search through uploaded contacts by selecting a field from the Search drop down menu at the top left of Contacts manager. The basic search supports all system and custom fields, easier search functions for phone specific values, also allows you to search based on attempts, results and based on dynamic dates. The following fields are available for search:

• Account
• Account Due Date
• Last Load Date
• Original Account Number
• Campaign
  
• City
• State
• Country
• Group
• Agent
• Agent Team
  
• Do Not Contact
  
• Do Not Contact Today
  
• SMS
• Email
• Zip/Postal Code
• Name
• DOB
• Phone
• Address
• Guarantor Name
• Payment Balance
• Amount To Speak
• Account Dialed Yesterday
• Account Dialed Today
• Phone SMS Consent
• Phone Cell Consent
• Email Consent
• Call Attempts Today
• Call Attempts Life Time 
• Account for livevox result 

Example:

The below image displays a basic search query that lists all contact records that have Phone SMS Consent disabled for Phone 1 field.

Advanced Search

The Advanced Search screen allows you to create search filters and sort contact fields within Contacts manager. The filter criteria is based on different account conditions such as lifetime attempts, recent LiveVox results, and any other variables stored within Contacts. Once a filter has been created and applied, you can create a dialing campaign from Contacts and push it to any services. You can export the list as well. You can select the contact fields to be sorted in ascending or descending order.

The search conditions are represented in graphical form. The logical node and condition node represent the logical operation and conditional operations respectively. Logical nodes are represented with a rectangular box and conditional nodes are represented with a circle. The nodes in the same level of hierarchy are grouped together with parent node condition.

The Advanced Search screen displays the following buttons:

• • Add Filter -  Creates a new filter.
  • Reset Filter - Resets the filter.
  • Search - Search a filter by using "Filter By" option.
  • Save Filter - Current filter will be stored in local storage.
  • Delete Filter - Removes the selected filter from the local storage and the first filter from the Filter Name drop down is selected and displayed on the UI.
  • Cancel - Cancels the activity and exists out of the screen.

To add a new filter, select Add Filter. This option clears the canvas to create new search conditions.

The General tab contains the following:

• Add Condition - Allows you to add a new condition to the search filter.
• Delete Condition - Allows you to delete the selected condition.
• Zoom In/Zoom Out - Allows you to maximize/minimize the graphical representation of the filter.
• Layout: Users can use different forms of graphical representation:
• Default
• Circle Layout
• Compact Tree Layout
• Fast Organic Layout
• Segmentation Layout
• Stack Layout

Select Add Condition button to add new conditions and create a logical and conditional node; this creates a graphical representation to show the selected criteria. You can configure the following options in the Add Conditions screen:

•  Logical Operator - Select the logical operator (AND/OR).
•  Negated - This option negates the specified Logical Operator.
•  Field - Select a previously configured fields from the drop down.
• Comparison - Select the relational operator for the search condition. The options presented will be dependent on the data type specified for the field.
  • In
  • Not In
  • Starts With
  • Contains
  • Regex or Regular Expression
    • When basic matches do not work, you can write a regular expression. Regular expressions (regex or regexp) are extremely useful in extracting information from any text by searching for one or more matches of a specific search pattern (i.e. a specific sequence of ASCII or unicode characters).
  • Ends With
  • Is Null
  • Is Not Null
  • > Greater than
  • < Less than
  • = Equal
  • >= Greater or equal
  • <= Less or equal
  • != Not equal
• Not - This option negates the specified comparison relational operator.
• Search Text - Specify the value for the selected search criteria.
• Description -  Displays the logical description of the condition.

Click the OK button to save a condition.

Following are some examples of advanced filter configurations:

Example 1:

• Filter configurations based on accounts that start with 101, a payment balance greater than $30.00 where a criteria of account dialed today is being added:

Example 2:

• Filter configurations based on accounts that contain numbers 123 and account due date greater than or equal to today + 3 days:

Double click condition/logical node to modify the search condition of a node. An Edit Condition screen will open to change the condition/logical operation of a node. The Delete Condition button allows you to delete the selected node.

After the new condition is added the updated search filter will be displayed in the Advanced Search screen. Select Save Filter and add a filter name to save the updated search filter.

The search criteria is reflected on filter field of Make a Campaign and Export options in the main navigation page.

Create Campaign option:

 Export Contacts option:

The Sort Column tab of Advanced Search screen displays the selected contact fields in sort order. It also offers the ability to add, remove, and change the order of the contact fields.

• Sort By: Indicates the contact field.
• Sort Order: Indicates the sort order of the corresponding contact field.
  • Ascending: Up arrow indicates the ascending sort order.
  • Descending: Down arrow indicates the descending sort order.

• Add: Select the Add icon to add the contact field in Sort Column table. Select the required contact field and the order of sorting (ascending/descending) by using the radio button. The default sort option is ascending.
• Delete: Select the required field from Sort Column table and click the Delete icon.
• Up Arrow: Select the required field from the Sort Column table and click the Up Arrow icon to move the field up in the Sort Column table.
• Down Arrow: Select the required field from the Sort Column table and click the Down Arrow icon to move the field down in the Sort Column table.