Friday, September 14, 2018

Use Message Field as Criteria on a Phone Call Search

To use the "Message" field as criteria on a Phone Call saved search, perform the following steps:

     1. Navigate to Lists > Search > Saved Searches > New.
     2. Select Phone Call.
     3. Provide a Search Title.
     4. In the Criteria tab > Standard subtab, add Formula (Text).
     5. In the Phone Call Search popup window, set the following:

  • Formula: {message}
  • Specify the corresponding condition for the formula (e.g. contains [text])

     6. Click Set.
     7. In the Results tab > select Comment (this field displays the Message field value).
     8. Click Save & Run.

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