The Advanced Search feature allows you to locate anything within the Agent Workspace using an enhanced combination of filters for additional precision.
From within the Agent Workspace homepage, click on the arrow icon to open the larger Advanced Search window:
The first search parameter is to search either among Conversations or Users.
Search in Conversations
From: Any Email address/phone number/social network account of a customer or CommBox channel
Include the words: search for the listed words
Assigned to: name of the agent who was assigned the conversation
Creating within: narrow the search using the timestamp when the conversation was created
Updated within: the time frame when the conversation was updated
Resolved within: the time frame when the conversation was resolved
Has attachments: indicates whether or not the conversation includes attachments
Snoozed: conversations that were defined for tracking, with the Snooze option
User details: search according to the various user details
Search in Customers
Unique ID: Identification number of the customer
First name: First name of the customer
Last name: last name of the customer
Email: email address of the customer
Phone: Phone number of the customer
Remarks: Search based on remarks attached to the customer
Custom fields: search according to a Custom field of the customer
In order to clear all entered text, click on Clear.
