Sort and Filter the Transcripts Dashboard
Written by Avery Simmons
Updated at September 1st, 2021
Table of Contents
1. To sort or filter by contact name, click the Contact column header.2. To sort or filter by the team member who requested the transcript, click the Requester column header.3. To sort or filter by the most recent transcript pull date, click the Last Pull Date column header.4. To sort by the last successful pull date, click the Last Successful Pull Date column header.5. To sort or filter by the most recent pull status, click the Last Pull Status column header.When viewing transcripts from the Transcripts Dashboard, you can sort and filter the transcripts to quickly access a specific transcript. To get started, navigate to the Transcripts Dashboard from the global navigation bar.
Roles/permissions:
- Roles: Any
- Permissions: Transcripts
1. To sort or filter by contact name, click the Contact column header.
- Input a contact name into the Search values box.
- Select the contact and click Apply.
2. To sort or filter by the team member who requested the transcript, click the Requester column header.
- Type a team member's name in the Search values box.
- Select a team member and click Apply.
3. To sort or filter by the most recent transcript pull date, click the Last Pull Date column header.
- Select a pre-made date range from the left side of the dropdown menu, or create a custom date range with the calendar.
4. To sort by the last successful pull date, click the Last Successful Pull Date column header.
- Choose to sort from oldest to newest or newest to oldest.
- Click Apply.
5. To sort or filter by the most recent pull status, click the Last Pull Status column header.
- Search for a pull status in the Search values box.
- Select the applicable pull status and click Apply.
