User Guide - Management Console - Data Management - Quick Search

User Guide - Management Console - Data Management - Quick Search

Data Management


The ChaseData CCaaS Management Console provides a Quick Search tool in the main screen area, top-right, to quickly search for Contact records in all Campaigns.  Refer to the following picture.




The Quick Search tool is not intended to replace the other more specific and elaborate search tools in the system, but rather to look for a keyword in the demographics (e.g. FirstName, LastName, address fields, notes, etc.) and call history fields of Contact records.  It will only search default (built-in) demographics and call history fields; it will not search every field.  And it will only present the first 10 matches for the search.  The results are shown in a Smart Search window that opens up after search is started. You can double-click on a search result to expand the record information on the right panel.  Refer to the following picture.




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