How do I show all instances in Cradle to Grave for an external number, so I can see all instances that they called us, or we called them?
You need to use the Call Includes External Party filter, and change the drop down box to contains.
- Navigate to Cradle to Grave by selecting Reports > Cradle to Grave.
- Select your desired date range you would like to search. Here I have selected May 2nd to May 9th.
- Find the "Call Includes External Party" filter. Select the (...) next to it.
- Select "Include Any", and change the drop down box to "Contains". Put in the number as shown without spaces or special characters, and then select "OK".
- Select Execute to run the search. It will display any and all instances of that number for the selected timeframe.