Search calls Or SMS interactions

Purpose: Find a specific caller or reason fast.

1. Click into Search (top‑right).

2. Type any of the following:

   • Phone number (full or partial): e.g. 617-334-2317

   • Primary reason keyword: refill, appointment, billing

   • Assignee name (if your org uses assignment)

3. Press Enter. Combine with filters for best results (see Article 4).