Let's Search & Filter Voicemails In Your Inbox
Sometimes you need to replay those voicemails to remember valuable information that your contacts and leads have left you.
With REI BlackBook, you can do a quick search to find the voicemail that you need and you can filter your searches by active or archived voicemails, Profit Dial phone number, date received, contact's name, extension dialed and type.
Maybe you have archived some of your voicemails. You can use the archive filter to find the voicemail that you need.
If you have more than one Profit Dial phone number, you can filter by a particular PD number.
Perhaps someone left you a voicemail last Friday. Using the date received filter will help to narrow down your search.
Or if you remember who left you the voice, you can search by using a contact's name.
Objectives
In this support article, you will learn step-by-step how to search and filter voicemails in your inbox.
Steps
1. Log in to your account. Then, click on Marketing at the top of your dashboard menu. In the drop-down menu, click on Inbox under Profit Dial.
2. You will be directed to a new page. On the left-hand side, click on Recordings.
3. You will be directed to your call management system. Your search and filter features are located the top right.
Quick Search
To Search your voicemails, click on the Search box and type in a phone number or name of a caller that you are looking for in your inbox.
Filtering Your Search
To filter your searches, click on the funnel icon next to the Search box.
Once you click on the funnel icon, a pop-up box will appear. At the top, next to Matches, click on the toggle to have it point to either to Any or All.
- Any: Your search will match Any of your voicemails.
- All: Your search will match all All of your voicemails.
Next to Display, click on the toggle and have it point to Archived or Active.
- Archived: Your search will display your voicemails that have been Archived.
- Active: Your search will display your voicemails that are Active.
Date Received
To filter by a date of when you received a voicemail, click on Date Received located on the left-hand side.
Under Date Received on the right-hand side, click on the box and choose either Range, Before, or On or After.
- Range: Includes voicemails that were made between a custom start date and custom end date.
- Before: Includes voicemails that were made before a specified date.
- On or After: Includes voicemails that were made on or after a specified date.
Click on the box below and select either This Month, This Week, Last Month, Today, Last 7 Days or Last 30 Days.
- This Month: Includes calls that were made during the current month.
- This Week: Includes calls that were made during the current week.
- Last Month: Includes calls that were made during the previous month.
- Today: Includes calls that were made Today.
- Last 7 Days: Includes calls that were made during the previous 7 days.
- Last 30 Days: Includes calls that were made during the previous 30 days.
If you select Before, or On or After, in the box below, you will be able to select a date by using a calendar.
Click on + Add Another to include another date.
Profit Dial Number
To filter by a Profit Dial phone number, click on PD located on the left-hand side.
Under PD Number on the right-hand side, click on the box and select from Has Any, Is, Does Not Include Any, Contains Text, Not Contains Text, Is Empty or Is Not Empty.
- Has Any: If you more than one Profit Dial phone number, you can select multiple phone numbers by clicking on the box below. The voicemail that you are looking for will fit in this filter if at least one of the selected options applies to it.
- Is: This option will allow you to select only one of your Profit Dial phone numbers.
- Does Not Include Any: If you select one or more of your Profit Dial phone numbers, then a voicemail will fit in this filter if NONE of selected options applies to it.
- Contains Text: This option will allow you to type in a custom text value vs. selecting from your existing lists of phone numbers.
- A voicemail will fit in this filter if it has a phone number applied to it that contains the text value you enter.
- If you have named your Profit Dial phone number, you can type in your name for that phone number.
- Not Contains Text: This option will allow you to type in a custom text value vs. selecting from your existing lists of phone numbers.
- A voicemail will fit in this filter if it has NO text applied to the call that contains the text value you enter.
- Is Empty and Is Not Empty: These options do not apply.
Contact's name
To filter by a contact's name whether it is a first name, last name or any name, click on +Add New located on the left-hand side.
In the drop-down menu, select Contact First Name, Contact Last Name and/or Any Contact Name. With each option, you have the same choices to choose as if you were filtering through your contact records.
Then, click on the box below and type in letters matching the above option you chose.
Extension Dialed
Filter by extensions dialed if you have an information hotline. Click on +Add New located on the left-hand side and in the drop-down menu, click on Extension Dialed.
Under Extension Dialed on the right-hand side, click on the box and select either Equals, Greater Than, Great Than Equal, Less Than and Less Than Equal.
In the box below, type in a number that corresponds to what you selected in the box above.
Type
To filter by type, click on Type located on the left-hand side.
On the right-hand side under Type, click on the box and in the drop-down menu, select from Has Any, Is, Does Not Include Any, Contains Text, Not Contains Text, Is Empty and Is Not Empty.
Is Empty and Is Not Empty: These options do not apply.
For options such as Has Any, Is and Does Not Include, you will be able to select Voicemail or Call Recording in the box below.
For options such as Contains Text and Not Contains Text, in the box below, you will be able to type in text to narrow down your search.
Reset, Apply, Save & Apply
When you are finished filling out filters, click on Apply to apply your filtered search.
To save your filtered search, click on Save & Apply. A box will appear, type in a name to save your filtered search.
To restart your filtered search over, click on Reset.
Saved Filtered Searches
To find your saved searches, click on the binoculars next to the funnel icon.
In drop-down box, type in the name of your saved filtered search.
Thank You!
We appreciate you taking the time to learn how to search and filter your voicemails! For questions, contact us at support@reiblackbook.com.