Search & Filters

Most index pages in the portal share the same filtering pattern. Once you understand it on the Calls page, you understand it everywhere.

The pattern

Every list page has:

Filters are sticky in the URL — your current filter state is in the address bar. That means you can:

The most heavily-filtered page in the portal. Filters available on Calls (opens in a new tab):

Filter	Type	Notes
Org/company selector	Dropdown	Scopes everything below
ID equals	Number	Exact call ID match
Company name contains	Text	Substring match
Date range	Date pair	Start to end
ANI equals	Phone	Exact match on caller's number
DNIS equals	Phone	Exact match on called (your) number
Call type	Dropdown	Inbound, Manual, Internal, etc.
Disposition	Dropdown	50+ outcomes
Log id eq	Number	Exact match on a specific call log
Agent	Dropdown	Pick from CIC's agent list
With empty disposition	Checkbox	Only calls awaiting tagging

Filters on Companies (opens in a new tab) typically include:

Filters on Users (opens in a new tab) typically include:

Filters on Invoices (opens in a new tab) typically include:

Clear filters fast — every filter bar has a Clear link that resets everything to defaults. Use this between distinct queries.
Combine filters freely — they ANDtogether. "Date range = last 7 days, disposition = Booked Job, agent = X" gives you exactly that intersection.
Empty input ≠ wildcard — leaving a field blank means "don't filter on this", not "match empty values". Use With empty disposition for the "show me untagged" case.
The Org/company selector overrides everything else for scope — even if you set a Company name filter, the dropdown takes priority.

Click any column header in the results table to sort by that column. Click again to reverse. The sort state, like filters, is in the URL.

Default page size is 25. Use the page-size dropdown at the bottom to switch to 50, 100, etc. Use the page links to move forward and backward.