https://support.tethr.com/hc/en-us/categories/115002399667-Customer-interactions Customer interactions
https://support.tethr.com/hc/en-us/sections/115004037788-Interaction-timeline Interaction timeline
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Filtering categories on an interaction's timeline

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New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
Section only
Only show specific
categories
on an interaction's timeline.

Getting started: If you’re not already viewing an interaction, first click on the interaction in Search & browse or from one of your Reports.

Filter categories on an interaction's timeline:

  1. Categories automatically appear on an interaction's timeline as red dots. A hollow red dot means that several categories are overlapping in that portion of an interaction.
    CallTimeline-filter-dots.png
  2. To hide specific categories, click the Categories drop-down and uncheck the categories you no longer want to see.
    CallTimeline-filter-dropdown.png
  3. To hide all categories, uncheck the check box to the left of the Categories drop-down.
    CallTimeline-filter-checkbox.png

What's next?

Searching the interaction transcript
Playing the call
Adding notes or comments to an interaction

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