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?
Answer
You need to use the Call Includes External Party filter, and change the drop down box to contains.
Steps
- 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.