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Working with Interaction Tracker Filtered Directories

Requirements: Some Interaction Tracker functions are available only if you have the appropriate licenses and security rights. For more information, see Tracker Licensing. For more information about Interaction Tracker directories, see the Interaction Tracker Filtered Directories Technical Reference.

You can create a new Interaction Tracker Filtered Directory view based on Interaction Tracker contacts. Tracker Filtered Directories are custom directories of Interaction Tracker contacts and contain only "Public" (available to all users) contacts.

You use selection criteria (filters) based on existing contact information in the Interaction Tracker database to create an Interaction Tracker Filtered Directories. This enables you to communicate quickly and easily with contacts in directories created from your established Interaction Tracker customer accounts.

Note: Before you can display or use any Interaction Tracker Filtered Directories, you must first create them.

Each Interaction Tracker Filtered directory contains a list of names. You can use these directory entries to:

Call any number associated with the Tracker contact name by double-clicking on a name, single-clicking on any of the phone number "hot links" or selecting a name and clicking the appropriate Dial toolbar button.
Transfer a call to a number in a Tracker directory by dragging and dropping a call on a name in a directory.
Add, remove, sort, re-order, and filter columns. For more information, see Customize Columns.
Right-click a Tracker directory entry to view associated properties and other information (address, phone numbers, etc.).
Modify a Tracker directory entry if you have the appropriate permission as assigned to you in Interaction Administrator.

Tracker Directories Dialog Box

The Tracker Directories dialog box simplifies the processes of creating, editing, and deleting Interaction Tracker Filtered Directories.

To open the Tracker Directories dialog box:

From the Tracker menu, select Manage Tracker Directories.

Note: Each directory view is identified by name and by an auto-generated description that summarizes its filter criteria.