Results grid

Grid features

1. Tick or un-tick all communications in the current view. Tick boxes are also on each row if you wish to select individual rows
2. Grid column headings
   1. Playback - Pressing the play icon will begin playback of the communication.
   2. Type - The communication type (e.g. Teams meeting, phone call, sms)
   3. ID - A unique reference for this communication
   4. Date - The date and time that the communication was started. Note this is stored by us in UTC then updated to your browser timezone for display.
   5. Duration - The length of communication in HH:MM:SS
   6. Staff - The information about the staff member. Depending on what data has been added to the People - staff section of Focus. If we know the persons name, then this will be shown as a priority over just the number
   7. Third Party - The information about the 3rd party in the communication. Depending on what data has been added to the People - Contacts section of Focus. If we know the persons name, then this will be shown as a priority over just the number
   8. Is Private - This shows that the call has been marked as a private call. If a user still has a play button then they have the correct policy allowing playback of this private call. If not the play button will show a padlock and playback is not possible.
   9. Note - The number of comments / notes about this communication
   10. Analysis - Any Tags that have been assigned by the AI or via comments to this communication
   11. Expires In - Time till this communication is automatically removed from the platform
3. Actions, any actions you would like to perform on this call. E.g. Download, update retention dates, etc. (See Actions for more information)
4. Reveal communication summary. This will allow you to see a short 100 word summary of the communication. This can help to find a communication if you are not sure the exact time or detail of the call
5. Total number of communications returned by the current search filters
6. If you have any rows ticked, this section will show and confirm how many are selected. See Multi-select for actions that can be performed on multiple rows.

Clicking on the play button within the grid will start playback of that communication (if audio is supported). You can also view a transcript and the metadata via the Conversation Sidebar.

Grid layout

The grid can be updated to show just the columns you wish to view and in the order you want to see them. The grid layout can be reset back to its default at any point by selecting the option from the menu

Hide columns

Hovering over any of the columns in the grid will display a closed eye icon. Pressing this will hide the column from view.

Reorder columns

Holding down with the left mouse button on any column will allow you to drag that column to a new location in the grid. Nice!

Resize columns

Hovering over the line (1) between each column will let you resize each column. If a column becomes too small to display the values needed it will show the first section of the value followed by three dots (2) to indicate more text is hidden

Single communication actions

Actions are possible at both row level and multi row level, function slightly differently depending on what is selected.

1. Action button - On the far right of the grid for each row you can click the more or three dots icon. This will load the actions menu for this communication
2. Open - This opens the communication in full screen mode
3. Download - Allows download of this single communication
4. Add to Legal Hold - Add this communication to an legal hold. More information about Legal holds can be found in the Legal holds section
5. Edit retention - This allows you to update the communications retention date. More information about retention dates can be found under the Retention section

Multi select actions

When more than one row is selected a new "Multi Actions" button will appear at the top of the grid.

1. Select more than one row
2. Select "Muti-Actions" button

The multi actions available are:

1. Add to Legal Hold - Add all selected communications to the same legal hold. More information about Legal holds can be found in the Legal holds section
2. Edit Retention - This updates all selected communications retentions dates at the same time. More information about retention dates can be found under the Retention section