Search calls Or SMS interactions

Purpose: Find a specific caller or reason fast. 

 Steps 

 

 

 Click into Search (top‑right). 

 

 

 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) 

 

 

 

 

 Press Enter . Combine with filters for best results (see Create your own filters ).