Mastering Azeer Search: Quickly Locate Messages and Contacts

Search - Mastering the Search Feature in Azeer and Locate Messages and Contacts with Ease

Using the Search Feature in Azeer


Notes
Reading time: 3 Min

Overview

The Search feature in Azeer is designed to streamline your workflow, making it easier and faster to locate specific messages and contacts. With just a few clicks, you can retrieve any data you need by entering text, numbers, or other characters. This feature not only saves time 🕒 but also enhances customer experience 🎉 by enabling quick responses, which can be valuable for customer satisfaction and cost-efficiency 💰.

The Message Search function allows you to quickly locate any specific text that was sent or received. Here’s how to use it effectively:

Step-by-Step Guide

  1. Open Search: Navigate to the search bar at the top of your dashboard.
  2. Select Messages: Make sure you’re in the "Messages" tab (this should be the default view).
  3. Enter Text: Type the text you’re searching for. This could be a keyword, a number, or any specific information.
  4. Use Filters: Enhance your search results with these filters:
    • Direction: Specify if you’re looking for messages you sent or received.
    • Message Type: Choose from text, image, video, or document.
    • Last Activity: Set the period for the last contact activity.
  5. Confirm Date: After selecting a date range, click "Confirm" to apply the filter. Other filters will automatically update results.


IdeaTip: Filters are particularly useful when looking for precise results. They refine your search and reduce the time spent sifting through data.



The Contact Search function is tailored to help you quickly find a specific contact, making it easier to track past interactions or follow up with leads.

Step-by-Step Guide

  1. Navigate to Contacts: Click the "Contacts" tab in the search bar. By default, "Messages" will be open, so double-check to ensure you’re in the correct section.
  2. Enter Contact Name: Type in the name of the contact you’re looking for.
  3. Use Filters for Precision: If you’re unsure of the exact name, you can filter by:
    • Chat Status: Find contacts based on whether the chat is assigned, read, or in other statuses.
    • Tags: Use tags assigned to the contact for easier recognition.
    • Assigned To: Locate contacts assigned to specific team members.
    • Last Activity: Select the time period of the last interaction with the contact.
  4. Confirm Date: If you use the Last Activity filter, click "Confirm" to finalize your search. Other filters will automatically adjust the search results.


IdeaTip: If the contact doesn't show up, double-check for spelling errors in the name.


⚠️ Common Issues and Troubleshooting

Here are some common issues you may encounter with the search feature and how to resolve them:

  • Issue: "No Results Found" when searching for a message.
    Solution: Double-check your filters. Make sure you’ve selected the correct message type or direction.
  • Issue: Unable to find a contact.
    Solution: Confirm that you’re in the "Contacts" tab and not the "Messages" tab. Also, verify the spelling of the contact name.
  • Issue: Search results do not update after applying filters.
    Solution: Ensure that you click "Confirm" after selecting the Last Activity filter to update your search results.

🌟 Best Practices and Recommendations

To get the most out of the search feature, keep these best practices in mind:

  • Use Filters Wisely: Filters are a powerful tool. They help narrow down results, making it easier to find exactly what you’re looking for.
  • Check Tab Selection: Always verify if you’re in "Messages" or "Contacts" to avoid confusion.
  • Confirm Dates: When using date filters, remember to click "Confirm" to apply changes.

By using these best practices, you can maximize efficiency, enhance your response times, and provide an excellent experience for your customers.

📈 Conclusion

The search feature in Azeer is a robust tool that enhances productivity and customer service. By leveraging message and contact search functions effectively, you can save time , reduce response times, and improve customer satisfaction—all of which can contribute to significant cost savings and increased revenue.


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