Quick Link Filters

The quick links filters allow you to set up some custom filters and replace the default filter of Calls and Texts.

  • When in desk mode, you have access to default filters “Voice & Text,” but now you have options to change the filter links
  • By using the Team Settings, you can manage the quick link that you’d like to provide the agents
  • You can customize the icons and apply them to the team. That allows the agent to quickly and easily identify the data they filtering

V1_-_Default-Filter-2.png

  • To set up custom quick links, navigate to Settings →  Team Settings → click on Edit next to the Team Settings you want to update
  • Next, go to the Phone Buttons section and select → Manage Quick Links 
  • Once clicked, it will open up a pop-out window that can be edited
  • When you click on the pencil, it will give you options to customize the title of the filter, choose the filter type, and select the icon for the quick link

V2_-_Manage-Quick-Links-changes.png

  • Once setup select → Save Changes
  • Now, when you go into the agent view of the call log while in Desk Mode, you will see the new filter icons
  • Once a filter is clicked, it will sort accordingly 

V3_-_New-Filters.png

 

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