Overview

Use the following procedure to configure the Access Filters.

Configuration

To add or edit an access filter:

1. Access the Site Settings -> Security -> User Roles -> Access Filters -> Add & Edit Access Filter configuration section.
2. On the General tab configure the details.
   • Name: The descriptive name used to help identify this filter in other forms.
   • Access mode: Is this filter a grant (i.e. allow access to everything configured) or deny (restrict access to anything configured).
3. On the Basic tab configure the details.

   • Outside number: The outside number presented for this call. For inbound calls this is the caller ID and for outbound calls this is the dialed number. Wildcards can be used to generalize the search, for example 09%, any calls that have an outside number starting with 09 would be matched.

   • Extensions: A specific extension or range of extensions. For multiple extensions separate each one with a comma and for a range use a dash. For example 1001,1002-1008,1010.

   • Extension name: The name configured against this extension.

   • DID: The direct dial number.

   • Trunk: The trunk number that the call was connected on.

   • Duration: The duration of time that the call was connected for. Use the sliders provided to add a duration to the filter.

   • Call type: Was the call either inbound, outbound or internal.

   • Call status: Is this call completed, in progress, recorded, not recorded or any of these.

     

4. On the Advanced tab configure the details.

   • Agent IDs: A specific agent id or range of agent ids. For multiple agents separate each one with a comma and for a range use a dash. For example 1001,1002-1008,1010.

   • Agent name: The name configured against this agent id.

   • Hunt group name: The name configured against this hunt group.

   • Hunt group number: A specific hunt group or range of hunt groups. For multiple hunt groups separate each one with a comma and for a range use a dash. For example 2001,2003-1005,2013.

   • Speed dial name: The speed dial name associated with the outside number.

   • Account code: The account code entered against this call.

   • DNIS: The name associated with the direct dial number.

   • Notes: Selects records that have had notes attached or if the notes contain specific words.

     

   • Serial: The unique serial number of a specific recording.

   • Scoring: Selects records that have either been scored or un-scored.

     

5. On the Customer Details tab configure the details.

   • Field 1: The value stored within custom tag field 1.

   • Field 2: The value stored within custom tag field 2.

   • Field 3: The value stored within custom tag field 3.

   • Field 4: The value stored within custom tag field 4.

   • Field 5: The value stored within custom tag field 5.

6. The Business Units tab allows the user to be selected who need to be applied to this access filter.