How To - Apply Advanced Call Recording Filters

Owned by David Klein
Last updated: Apr 11, 2023 by Eric Ronhovde
2 min read

Description:

This article will show you how to do the following:

  • Show how to apply advanced search filters to your call recordings.
  • System Defaults to filter by date: the day of the search and the day before. Multiple Filters can now be setup at one time.
  • Search By Name is case sensitive and has to match records: Due to system limitations, when searching for names, you have to enter exactly the same name as the records displayed in the grid view.
    • Example: Searching for a record with a caller id named John Doe will not work if you type in John.

Methods:

  1. Login to the Audian Portal.
  2. Click the 9 square button at the top right of the screen.
  3. Click on the Call Recording app.
  4. Click on the Filter By drop down menu at the top.
  5. Click on one of the filter options and fill in the field.
    1. Date: Defaults to today's date and the previous date.
    2. From: Searches for records from a name or number of a caller. (Note: Must be exact match to what is show in records)
    3. To: Searches for records from a name or number of a callee. (Note: Must be exact match to what is show in records)
    4. User: Select the preferred user from the drop down list.
    5. Direction: Searches for all calls inbound or outbound.
  6. Click the Add Filter button to apply the search filter.
  • Note: Multiple filters may now be set at the same time.