Home Page
Search Bar
Quickly find calls, refine the display, and reuse filters across multiple sections of Leexi.
Definition: The search bar lets you dynamically filter calls and work views based on combined criteria such as team, user, time period, tags, or topics.
Feature video
No video is available at this time.
| Who is this for? | Required permissions and licenses |
|---|---|
| • All users who deal with a large volume of calls. • Managers who want to quickly segment activity by team or topic. • Users who want to create saved filters to streamline their future searches or organize their dynamic library. • Users working on analytics and scorecards who want to see only the data for a specific user or a specific type of call. | • Search relies on your usual visibility scope. • Displayed results depend on your access rights to calls and related objects. • Some enriched views may depend on additional modules, but filtering remains central across the whole application. |
How to use it
Open search
Use the dedicated bar from the home page, the library, or other compatible views.
Add criteria
Combine the available filters to precisely target the calls you're interested in.
Apply the filtering
Confirm your choices to update the list and check the active filter badges. After selecting the desired filters, click the "Apply" button for the changes to take effect. Once a filter is applied, a green bubble showing the filter's name will appear.
Reuse your selection
Rely on the same criteria in the areas that share this search engine.
Going further
- Filters form the basis of the library, saved searches, and certain reports.
- The same set of criteria can make it easier to compare across multiple Leexi views.
- Search is especially useful for finding older calls without going through manual navigation.
Frequently asked questions
Some views don't expose exactly the same columns or objects, even though the search logic remains similar.
Yes. It's actually the best way to quickly isolate the right subset of calls.
Things to watch out for
- A forgotten filter can make it seem like a call has disappeared.
- Results never go beyond your access scope.
- Remember to reset your criteria before investigating a visibility issue.