Performing a Basic Search

This method involves specifying the filter criteria in the Search field and then clicking the magnifying glass icon .

Performing an Advanced Search

This method involves creating an advanced filter that uses conditions and logical operators to develop the filter criteria and then running the filter.

Creating an Advanced Filter

To create an advanced filter in Contact Manager:

1. Log in to the LiveVox Portal (LVP).
2. On the Configure tab, click Contacts > Contacts.
   The Contacts window appears.
   
   

   
   

3. On the Contacts tab, click Advanced Search.
   The Advanced Search window appears.
4. Click Add Filter.
   On the General tab, a circle representing the and logical operator appears.
   
   
   Delete

   A logical operator connects two or more expressions by defining the relationship between the expressions. The following logical operators are available for selection: and, or, not and, not or.

   

5. If you want to change the logical operator:
   1. Double-click the circle.
      The Edit Rule window appears.
      
   2. If you want the or logical operator, in the Logical Operator field, select or. 
   3. If you want to negate the logical operator, select the Not option.
   4. Click Ok.
6. On the General tab, hover over the circle.
   An arrow appears inside the circle.
   
7. Drag the arrow to where you want it on the General tab.
   The Add Rule window appears.
   
   
8. Specify a condition for the filter:
   1. If required, in the Logical Operator field, select an operator for the condition.
   2. In the Field field, select a field for the condition.
   3. In the Comparison field, select a relational operator for the condition.
      
      
      Delete

      Depending on the field you selected for the condition, the Comparison field contains the Regex operator, which you can use to specify a regular expression. A regular expression finds information by searching for a match of a specific pattern.

   4. If applicable, in the Value field, enter a value for the condition.
      
      
      Delete

      For certain search conditions, the ellipsis icon appears (in place of the Value field) to enable you to specify the criteria.

      

      
      

   5. Click Ok.
      The filter appears as a graph on the General tab.
      
      

      On the General tab, logical operators are represented by a circle, and conditions are represented by a rectangle.

9. Hover over the circle, drag the arrow to where you want it on the General tab, and then specify another condition for the filter, as described earlier.
   
   

   
   

   
   
   
   Delete

   You can specify more conditions for the filter.
   

10. After you have specified the required number of conditions, click Save Filter.
    The Add Filter window appears.
11. In the Name field, enter a name to identify the filter, and then click Save Filter.
    The advanced filter is created. It appears as an option in the Filter Name field in the Advanced Search window.
    
    
    
    
    Delete

    Warning

    Advanced filters are stored in your browser and are available only until you clear your browser cache.

Running the Advanced Filter

To run the advanced filter for filtering the contacts, in the Advanced Search window, in the Filter Name field, select the filter, and then click Search. The Advanced Search window appears when you click Advanced Search on the Contacts tab in Contact Manager.