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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 ArticleCreate 4)your own filters).

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