Adding A Filter - Inter-Tel Contact Center Suite User Manual

You can also add, remove, edit, and copy filters, using the buttons described below.
NOTE You must have Administrator permission to add, edit, or remove a filter.
•
Add: Displays the Add Filter dialog box so you can create a new filter. You can also
add a filter by clicking the Filter button on a tile or report, and choosing Add Filter.
•
Remove: Removes the currently selected filter. You are prompted for a confirmation
before the filter is removed. If you remove a filter, any tiles or reports using that filter
will default to the All Calls filter.
•
Remove All: Deletes all filters listed except the All Calls filter. You are prompted for a
confirmation before the filters are removed. If you remove all of the filters, any tiles or
reports using those filters will default to the All Calls filter.
•
Edit: Displays the Edit Filter dialog box so you can edit the selected filter. (You can
also access the Edit Filter dialog box by double-clicking on the filter you want to edit).
•
Copy: Copies the current filter and immediately includes it in the filter list. The name
of the copied filter is the same as the original filter except it includes "(1)" after the
name. For example, a copy of the Sales filter would result in Sales (1).
Each of these options is described in detail in the online help.

Adding a Filter

You can create as many filters as you need, limited only by the available memory of your
computer. You can also edit a filter after creating it, to immediately see the effects of the
changes you make.
When running in Call Summary mode, where you do not use a RealViewer
NOTE
license, you cannot create or apply filters to tiles.
To add a new filter:
1. Open the Filter Manager, and click Add. Or, you can click the Filter button (
tile or report caption and click Add Filter. The Add New Filter screen is displayed.
2. Select the tab corresponding to the information you want to use as the filtering
parameters. Your options are as follows:
•
General
•
Call Route
•
ACD Hunt Groups
•
Direction & DID
•
Duration
•
Call Status
•
Information
•
Transferred Calls
•
Miscellaneous
38
) in a
Contact Center Suite User Guide