Campaign Interactions Detail view

Features coming soon: Social listening

Prerequisites

The following permissions:

  • Analytics > Conversation Aggregate > View
  • Analytics > Conversation Detail > View
  • Conversation > Communication > reconnect (to reconnect to a closed email)
  • Conversation > Email > Park (for an agent to park an email)
  • Conversation > Communication > Target (for division access restriction).
  • For a supervisor to reassign or blind transfer the parked email to another agent:
    • Conversation > Communication > Transfer
    • Conversation > Communication > blindTransfer or Conversation > Communication > blindTransferAgent
  • For a supervisor to reassign or blind transfer the parked email to another queue:
    • Conversation > Communication > Transfer
    • Conversation > Communication > blindTransfer or Conversation > Communication > blindTransferQueue 
  • One of the following permissions:
    • Outbound > Messaging Campaign > View
    • Outbound > Email Campaign > View
    • Outbound > Campaign > View
  • One of the following permissions:
    • Conversation > Communication > View
    • Quality > Evaluation > Add
    • Quality > Calibration > View
    • Quality > Evaluation > Edit Score

The Campaigns Interactions Detail view allows you to view interaction details for a specific campaign or a group of campaigns. Customize the view with filters and column controls. Use the bar graphs to view information about statistics relative to the currently selected filters. To see the most current data, click Refresh .

Available columns

To view the available columns, see Campaign Interactions Detail view section in the View available columns in performance views by category article.

To view the consolidated list of available columns in the performance views, see Consolidated view of available columns in performance views.

To view the list of available columns in the performance views by category, see View available columns in performance views by category.

Set a default time zone in the workspace

You can set the default time zone in the analytics workspace before viewing any analytics view.

To set the default time zone in the workspace, follow these steps:

  1. Click Performance > Workspace.
  2. On the left side, from the Time zone drop-down menu, select the required time zone as the default time zone for the analytics workspace.

View interaction data for a specific campaign

  1. Click Performance > Workspace > Contact Center > Campaign Performance.
  2. From the Campaigns performance summary view, select a campaign. The Campaigns Performance Detail view appears with data for that campaign.
  3. To view data about interactions related to the campaign, click the Interactions tab.
  4. To export the data in the view, click export .
  5. To save the view with your filter and column settings, click Save View .

To view more information about an interaction, click to open it and view the interaction detail page in a new tab. You can jump between the interaction tabs to see the interaction list view and the interaction detail view. The title of the interaction detail view tab shows the truncated Interaction ID and has a fixed width as all other tabs in the workspace. When you hover over the tab name, a tooltip with the untruncated Interaction ID appears.

Note: 
  • When switching between the interaction detail view tabs, the recording playback stops working.
  • When switching between the interaction detail view tabs, the following features on the interaction detail view tab continue to work as expected:
    • Monitor/coach/Barge a live call
    • Interaction download
    • Quality management/evaluations
    • Schedule Coaching
    • Audit Trail tab
  • The number of interaction detail view tabs that can be opened at a time is limited to a maximum of 20 tabs. If the user opens a new tab by clicking an interaction while 20 tabs are open, the new interaction detail tab opens in the existing tab.

Click More  in the title of the interaction detail view tab and choose the required task to perform any of the following:

Columns Description
Reload Reloads the current tab alone.
Duplicate Creates a duplicate copy of the current tab.
Close Closes the current tab alone.
Close all tabs Closes all the open tabs.
Close other tabs Leaves the current tab open and closes all the other open tabs.

To rename the title of the interaction detail view tab:

  1. Click Save View  on the right side. The Save View pane appears.
  2. In View Name, Enter view name.
  3. Click Save. The title of the interaction detail view tab gets renamed.

You can copy an interaction’s Conversation ID to the Clipboard and use it to filter interactions or share it with someone, such as Customer Care.

    View aggregate interaction data for a group of campaigns

    1. Click Performance > Workspace > Contact Center > Campaign Performance.
    2. From the Campaigns performance summary view, in the Filter campaign(s) field, search for and select campaigns for which you want to see data.
    3. Near the list of campaigns you selected, click View as group. Genesys Cloud displays the Campaigns Performance Detail view with aggregate data for the campaigns that you selected.
    4. To view data about the interactions related to the campaigns, click the Interactions tab.
    5. To export the aggregate data in the view, click export .
    6. To save the view with your group, filter, and column settings, click Save View .

    To view more information about an interaction, click to open it and view the interaction detail page in a new tab. You can jump between the interaction tabs to see the interaction list view and the interaction detail view. The title of the interaction detail view tab shows the truncated Interaction ID and has a fixed width as all other tabs in the workspace. When you hover over the tab name, a tooltip with the untruncated Interaction ID appears.

    Note: 
    • When switching between the interaction detail view tabs, the recording playback stops working.
    • When switching between the interaction detail view tabs, the following features on the interaction detail view tab continue to work as expected:
      • Monitor/coach/barge a live call
      • Interaction download
      • Quality management/evaluations
      • Schedule Coaching
      • Audit Trail tab
    • The number of interaction detail view tabs that can be opened at a time is limited to a maximum of 20 tabs. If the user opens a new tab by clicking an interaction while 20 tabs are open, the new interaction detail tab opens in the existing tab.

    Click More  in the title of the interaction detail view tab and choose the required task to perform any of the following:

    Columns Description
    Reload Reloads the current tab alone.
    Duplicate Creates a duplicate copy of the current tab.
    Close Closes the current tab alone.
    Close all tabs Closes all the open tabs.
    Close other tabs Leaves the current tab open and closes all the other open tabs.

    To rename the title of the interaction detail view tab:

    1. Click Save View  on the right side. The Save View pane appears.
    2. In View Name, Enter view name.
    3. Click Save. The title of the interaction detail view tab gets renamed.

    You can copy an interaction’s Conversation ID to the Clipboard and use it to filter interactions or share it with someone, such as Customer Care.

      Customize the view

      To show only certain data, customize the Campaigns Performance Detail view. For example, you can choose to show only certain columns or filter to see certain types of interactions. If you return to the Campaign Performance Detail view, then your filters and column changes remain. To quickly switch between different data of interest in the same view, you can also save your filter and column settings as a saved view.

      Notes:
      • The custom date range filter in this view has a maximum length of 31 days.
      • The date range filter applies when the interactions start. The interactions list shows only the current interactions and does not show the interactions before the selected date range. 

        To customize analytics views, use the date filter.

        To filter metrics by date or configure a custom date range, use presets. When filtering metrics for this view, select any custom date range up to 6 weeks. 

        To use a preset to filter metrics, complete the following steps:

        1. To display the date filter, click the date.
        2. In the Presets list, select a preset date option.

        Date presets

        Presets Description
        Current interval Shows data for the current 30-minute time period.
        Today Shows data for the time period that includes the current interval.
        Yesterday Shows data for the previous day.
        This week Shows data for a Sunday through Saturday time period.
        Last week Shows data for the previous week, Sunday through Saturday.
        Previous 7 days Shows data for the previous seven days.
        This month Shows data for the current month, with no extra days.
        This month by week Shows data for the current calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.
        Last month Shows data for the previous calendar month with no extra days.
        Previous 30 days Shows data for the previous 30 days.
        Previous 3 months Shows data for the previous 3 months. For example, Nov 1, 2022 – Jan 31, 2023.
        Interval Shows data for a 30-minute time period.
        Day Shows data for a single 24-hour day.
        Week Shows data for a Sunday through Saturday time period.
        Month Shows data for the exact month with no extra days. If the current month is selected, you can see the data up to the current date.
        Month by Week Shows data for a calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.

        To use a custom date range to filter metrics, complete the following steps:

        1. Click the date to display the date filter.
        2. Select a start date and an end date on the calendar, and click the filter arrow .

        To view data for a different time period using the same date presets, click the arrows on either side of the date display.

        For example, to view data for the previous day, click the Day preset, and then click the arrow on the left side of the date.

        To view data for a different time zone using the same date presets, from the Time zone drop-down menu, select the required time zone. You can create and save reports with the same selected time zone.

        Reconnect to a closed email

        You can reconnect to a closed campaign email from the Campaign Interactions Detail view page. 

        To reconnect to a closed campaign email interaction:

        1. Click Performance > Workspace > Contact Center > Campaign Performance. The Campaign Performance Summary view page appears.
        2. From the Campaigns performance summary view, select a campaign. The Campaigns Performance Detail view appears with data for that campaign.
        3. To view data about interactions related to the campaign, click the Interactions tab.
        4. Select the required interaction to reconnect to the closed email.
        5. Click the More menu corresponding to the required interaction.
        6. Click the Reconnect Conversation Icon included icon. The interaction is routed to the conversation roster of the agent reconnecting the closed email. You can reply to it as you do with any other open email interaction.

          For more information about replying to an email, see Reply to or forward an email message interaction. 

          You can also access the new Reconnect option when selecting multiple agents for the View as a group option from the Campaign Interactions Detail view.

          Notes:
          • You cannot reply to or reconnect an expired conversation. Expired conversations include the following:
          • You cannot reconnect to a conversation that is in a live or connected state. You can only reconnect disconnected conversations.
          • When you reconnect a conversation and reply to its email, the conversation timeline displays a new segment in which the participant appears as user.
          • When you reconnect and reply to an email, Genesys Cloud considers the reply to be outbound.

          The supervisor can view the list of parked emails and reassign them to themselves or another agent or queue. When a previously parked email is reassigned to another agent, the reassigned email is delivered to the receiving agent’s roster by auto answer regardless of the agent’s utilization. As the agent who parked the email gets disconnected when the parked email is reassigned to another agent, the email status becomes unparked. If an auto-answer is enabled, the receiving agent gets two toasts.

          If an email is parked while screen recording is enabled, the recording is stopped. A separate recording gets created when unparking the email. For example, when an email is parked by agent 1, the screen recording of the agent 1 is stopped. When the email is reassigned to agent 2, a new screen recording of agent 2 gets created. The future default AHT excludes park duration. 

          A follow-up email interaction, associated with a parked email, is delivered to the agent roster even when the agent is off queue.

          You can reassign the parked email to:

          • Yourself.
          • Another agent.
          • Queue.

          To copy the conversation ID of the parked email:

          1. Click Performance > Workspace > Contact Center > Campaign Performance. The Campaign Performance Summary view page appears.
          2. From the Campaigns performance summary view, select a campaign. The Campaigns Performance Detail view appears with data for that campaign.
          3. To view data about interactions related to the campaign, click the Interactions tab. The Campaign Interactions Detail view appears with interactions for the selected campaign.
          4. Select the required interaction.
          5. Click the More icon corresponding to the required interaction and select Copy Conversation ID.

          To reassign the parked email to yourself:

          1. Click Performance > Workspace > Contact Center > Campaign Performance. The Campaign Performance Summary view page appears.
          2. From the Campaigns performance summary view, select a campaign. The Campaigns Performance Detail view appears with data for that campaign.
          3. To view data about interactions related to the campaign, click the Interactions tab. The Campaign Interactions Detail view appears with interactions for the selected campaign.
          4. Select the required interaction.
          5. Click the More icon corresponding to the required interaction and click the Assign to Self Assign to Self parked email icon.

          The reassigned email is delivered to your roster by auto answer regardless of your utilization. 

          To reassign the parked email to another agent or queue:

          1. Click Performance > Workspace > Contact Center > Campaign Performance. The Campaign Performance Summary view page appears.
          2. From the Campaigns performance summary view, select a campaign. The Campaigns Performance Detail view appears with data for that campaign.
          3. To view data about interactions related to the campaign, click the Interactions tab. The Campaign Interactions Detail view appears with interactions for the selected campaign.
          4. Select the required interaction.
          5. Click the More icon corresponding to the required interaction and click the Assign to Other icon.
          6. In the Search bar, enter the name of the agent or queue and click the name to reassign it to the agent or queue.

            1. To filter by media type, click the Filter icon Filter button.
            2. Select the media type. 

            Notes:
            • When filtering you can select more than one media type. Click the relevant media type to select or deselect the type.
            • You cannot select the voice and callback types at the same time.
            • If you select voice, the callback option will be deselected. If you select callback, the voice interaction will be deselected.
            • The available media types may vary from those shown above.

            The selected media type icon is displayed above the column headers. For more information about various media types and their settings, see the Set behavior and thresholds for all interaction types section in the Create and configure queues.

            To show or hide columns:

            1. Click the Pick columns icon on the right side. The Add/Remove Column pane appears.
            2. (Optional) To sort the columns in ascending or alphabetical order, click Sort by > Column Name A-Z. 
            3. (Optional) To sort the columns in descending or reverse alphabetical order, click Sort by > Column Name Z-A.
            4. (Optional) To categorize or uncategorize the columns, click Sort by and enable or disable the Group by Categories toggle. Click the image to enlarge.

              Sort by options that appear when you add or remove column
            5. Search or scroll to select the columns you want to view.
              Note: You can also use keyboard navigation to choose the columns.
            6. Click Save. The selected columns appear on the screen.
              Note: The column selections appear only after saving the changes and do not apply to the table immediately.

                To rearrange the columns, click a column header and drag it.

                To reset a view to default column settings, click Reset view to defaults .

                You can select up to 20 columns.

                For more information about the metrics shown in the columns, see the Available Columns section in this article. 

                To enter the names of the campaigns that you want to view, click the Filter campaign(s) search icon . Enter the name of the campaign and select the campaign from the search results. You can continue to enter and select additional campaigns to add to the view.

                You can search for a campaign or a division. If you search for a division, the campaign list updates to show only the campaigns associated with the selected division.

                To filter by information about the interaction, click Filters , and then search or scroll to select the filter you want to use.

                Interactions filters

                Filter Description
                ANI

                Displays interactions with the selected ANIs.

                • You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search.
                • You can search for multiple numbers by searching again.
                Direction

                Displays information about interactions of the selected directions.
                Initial Direction

                Displays information about interactions with the selected initial direction.
                DNIS

                Displays information for interactions with the selected original DNIS number. This DNIS number was dialed at the beginning of the interaction.

                • Enter only the DNIS number. For example, enter 13172223333. Do not include other characters such as +, -, or ( ).
                • You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search.
                • Filter for multiple numbers at one time by entering other numbers and searching again.
                Session DNIS

                Displays information for interactions with the selected DNIS number. The DNIS number could have been dialed any time during the interaction.

                • Enter only the DNIS number. For example, enter 13172223333. Do not include other characters such as +, -, or ( ).
                • You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search.
                • Filter for multiple numbers at one time by entering other numbers and searching again.
                Conversation Duration

                Displays interactions of the selected durations. 

                To search for interactions of a custom duration, select Custom duration and use the controls to set a custom duration:

                • Range: Displays interactions with durations within the selected range.
                • Above: Displays interactions with durations above the selected duration.
                • Below: Displays interactions with durations below the selected duration.
                Remote

                Information on the remote party or external participant, such as name, phone number, and email address.
                Provider

                The source provider for the conversation. For example, Genesys Cloud EMAIL, Edge, and so on.
                Flow-Out Type

                Shows the type of flowout for a conversation that was a flowout from a queue.
                To

                Displays information for interactions sent to the selected email addresses. 

                • Enter the full email address, such as person@example.com. The filter cannot search for a partial address. 
                • Filter for multiple addresses at one time by entering other addresses and searching again.
                • When searching for a phone number, enter the entire phone number. For example, enter 13171002997 or 3171002997 to search for interactions sent to +1 317-100-2997.
                  The filter cannot search for a partial phone number and it cannot process hyphens. You can omit the country code.
                From

                Displays information for interactions sent from the selected email addresses. 

                • Enter the full email address, such as person@example.com. The filter cannot search for a partial address. 
                • Filter for multiple addresses at one time by entering other addresses and searching again.
                • When searching for a phone number, enter the entire phone number. For example, enter 13171002997 or 3171002997 to search for interactions sent to +1 317-100-2997.
                  The filter cannot search for a partial phone number and it cannot process hyphens. You can omit the country code.
                Abandoned

                Displays abandoned or not abandoned interactions.
                Answered

                Whether the interaction was answered.
                Transferred

                Displays interactions that an agent has blind transferred or consult transferred.
                Blind Transferred

                Displays interactions that an agent has blind transferred.
                Consulted

                Displays interactions that an agent answered and then consulted with another participant without fully transferring the interaction.
                Consult Transferred

                Displays interactions that an agent answered and then consult transferred to another participant.
                Not Responding

                Displays interactions where agents do not answer, and the agent may have transitioned to Not Responding.
                Queue Displays interactions associated with the selected queues. 
                User

                Displays information associated with the selected users.

                Filter for multiple users at one time by entering other users and searching again.

                To see and select inactive users in the User filter search, select Include inactive users. To see and select deleted users in the User filter search, select Include deleted users.
                Wrap-up

                Displays interactions that have the selected wrap-up codes.
                Division

                Filters interactions for a specific Division. See About access control.
                Conversation ID

                Filters for interactions matching the specific conversation ID. Like the other interaction filters, this filter returns interactions that occurred within the specified date range filter.

                Skills

                Displays interactions that have the selected skills.

                Filter for multiple skills at one time by entering other skills and searching again.
                Languages

                Displays interactions that have the selected languages.

                Filter for multiple languages at one time by entering other languages and searching again.
                Ended

                Displays interactions that have ended.
                Limit Interactions

                Displays interactions matching the selected parameters. 

                • Waiting: Interactions that are in queue and waiting for an agent to answer them.
                • Interacting: Interactions that an agent has answered and is working on.
                • ACD-routed: Interactions that the ACD routed to an agent. 
                • Preferred Agents Requested: Interactions where a preferred agent was requested due to preferred agent routing configuration, even if the system was not able to route the interaction to the preferred agent. 
                • Screen Share: Screen share occurred during the interaction.
                • Co-browse: Co-browse occurred during the interaction
                • Voicemail: The interaction has a voicemail associated with it.
                • Flagged: The interaction was flagged as problematic. 
                • Wrap-up Notes: The interaction has wrap-up notes included. 

                To display interactions that match all of the selected parameters, for example, to see interactions that are waiting and ACD routed, click the toggle to Match All.

                To display interactions that match any of the selected parameters, for example to see interactions that have a screen share or co-browse session, click to the toggle to Match Any.
                MOS

                Displays interactions with the selected range of MOS scores. MOS scores range from 1 to 5.

                • Range: Displays interactions with MOS scores within the selected range.
                • Above: Displays interactions with MOS scores above the selected score.
                • Below: Displays interactions with MOS scores below the selected score. 

                For more information, see Mean Opinion Score (MOS) Overview.
                SIP Call ID

                Displays information about interactions associated with the selected SIP Call ID.
                Routing Requested Displays the routing methods requested for the interaction. Gives insight into each of the routing methods that the conversation went through prior to being answered, abandoned, or flow-out.
                The routing data is relevant beginning September 5, 2020.
                Routing Used Displays the routing method used to get to the agent who answered the interaction.
                The routing data is relevant beginning September 5, 2020.
                Agent Assist

                Displays interactions with Agent Assist.
                Work Team

                Displays metrics for interactions associated with the selected work team.

                Filter for multiple work teams at one time by entering other work teams and searching again.

                For more information, see Work teams overview.
                External Tag

                Displays information for interactions that have the External Tag attached to the conversation record.

                Note: External tag data is not available for web chat interactions.
                Recorded Displays the recorded interactions.
                Delivery Status Displays interactions with the selected delivery statuses.
                • Delivery Failed
                • Delivery success
                • Failed
                • Queued
                • Read
                • Received
                • Sent
                For a full list of SMS delivery statuses, see SMS delivery receipts.
                Has fax Shows interactions associated with fax.
                Cleared by customer Whether or not the conversation was cleared by the customer.
                Parked

                Show only interactions that have been parked.
                Social Classification

                Displays interactions matching the selected parameters. 

                • Public - Displays interactions with social listening public data.
                • Private - Displays interactions with social listening private data. 

                To filter by information about the evaluations of the interaction:

                1. Click Filters . 
                2. Click the Evaluations tab.
                3. Search or scroll to select the filter you want to use.

                Evaluation filters

                Filter Description
                Evaluation Score

                Displays interactions with the selected range of scores:

                • Range: Displays interactions with scores within the selected range.
                • Above: Displays interactions with scores above the selected score.
                • Below: Displays interactions with scores below the selected score.
                Evaluation Critical Score

                Displays interactions with the selected range of critical scores:

                • Range: Displays interactions with critical scores within the selected range.
                • Above: Displays interactions with critical scores above the selected score.
                • Below: Displays interactions with critical scores below the selected score.
                Form Displays interactions with evaluations that used the selected forms.
                Evaluated Agent

                Displays interactions with evaluations of the selected agents.

                To see and select inactive users in the Agent filter search, select Include inactive users. To see and select deleted users in the Agent filter search, select Include deleted users.
                Evaluator

                Displays interactions evaluated by the selected evaluators.

                To see and select inactive users in the Evaluator filter search, select Include inactive users. To see and select deleted users in the Evaluator filter search, select Include deleted users.

                To filter by information about the survey details of the interaction:

                1. Click Filters . 
                2. Click the Surveys tab.
                3. Search or scroll to select the filter you want to use.

                Survey filters

                Filter Description
                Has Survey Data Displays interactions that have survey data associated with them.
                Survey Score Displays interactions with the selected range of survey scores:
                • Range: Displays interactions with scores within the selected range.
                • Above: Displays interactions with scores above the selected score.
                • Below: Displays interactions with scores below the selected score.
                Promoter Score Displays the promoter score given by a survey respondent in a survey. Genesys Cloud uses the promoter score to calculate the survey's overall NPS. For more information about NPS, see Net Promoter Score web survey question overview. 
                • Range: Displays interactions with scores within the selected range.
                • Above: Displays interactions with scores above the selected score.
                • Below: Displays interactions with scores below the selected score.

                One value listed for each survey associated with the interaction.
                Survey Status

                Displays the status of the survey. 

                • Pending: Genesys Cloud has collected all of the data it needs to send the survey invitation and intends to send it.
                • Sent: Genesys Cloud successfully sent the survey invitation and link to the contact.
                • In Progress: The contact opened the survey link to start the survey.
                • Finished: The contact completed the survey.
                • Error: An error occurred when Genesys Cloud tried to deliver the survey, such as an invalid email address.
                • Opt Out: The contact chose not to receive the surveys. For more information, see Note an External Contact’s survey opt-out preference.
                • Expired: The survey expired. Survey links expire 90 days after Genesys Cloud sends them out.
                • Deleted: The survey form was deleted.

                One value listed for each survey associated with the interaction.
                Survey Form

                Displays the name of the survey form sent.

                One value listed for each survey associated with the interaction.
                Survey Type

                • Web: Displays data for web surveys.
                • Voice: Displays data for voice surveys.

                To filter by information about the outbound details of the interaction:

                1. Click Filters . 
                2. Click the Outbound tab.
                3. Search or scroll to select the filter you want to use.

                Outbound filters

                Filter Description
                Contact List Displays interactions associated with the selected contact lists.
                Contact ID Displays interactions associated with the selected contact IDs. 
                Campaign

                Displays only interactions that are associated with campaigns.

                To filter by information about the Predictive Engagement journey details of the interaction:

                1. Click Toggle filters panel . 
                2. Click the Journey tab.

                Journey filters

                Filter Description
                Has Customer Journey Data Displays data for interactions that have customer journey data related to Predictive Engagement.
                Proactive Displays data for interactions where Predictive Engagement offered a chat during a customer's website visit based on the Predictive Engagement action map settings.   

                To filter by information about the IVR flow details of the interaction:

                1. Click Filters . 
                2. Click the Flows tab.
                3. Search or scroll to select the filter you want to use.

                Flows filters

                Filter Description
                Flows Displays interactions associated with the selected IVR flows. 
                Flows Outcomes Displays interactions associated with the selected flow outcome. 
                Flow Outcome Value Displays interactions that have the selected flow outcome values. 
                Flow Disconnect Reason

                Displays interactions with the selected flow disconnect reason.

                To filter by information about External Contact details of the interaction:

                1. Click Toggle filters panel . 
                2. Click the External Contact tab.

                External Contact filters

                Filter Description
                External Contact

                Displays information about interactions associated with the selected external contact. You can filter for:

                • Contact name
                • Address
                • Phone number
                • Email address
                • Organization name
                • Custom fields  

                When you filter by external contact, the contact name appears with the associated organization name. 

                Filter for multiple external contacts at one time by entering another contact and searching again.

                Enable Include merged contacts to search all the contacts that relate to the external contacts in the filter.

                Note: You can associate each merged contact with many individual contact IDs. When you enable the Include merged contacts, all merged contact IDs are automatically added to the search. The search filters are limited to 200 total search dimensions.

                For example, if you merge one contact into five other contacts, the search, performed along with the merged contacts, filters a total of six contacts. If an organization heavily uses the merged contacts, a search for a few external contacts can hit the search filter limit.

                External Organization

                Displays information about interactions associated with the selected external organization. You can filter for:

                • Organization name
                • Address
                • Phone number
                • Custom fields

                Filter for multiple external organizations at one time by entering another organization and searching again.