Recording > Recording Playback > Working with Recordings > Categorizing Recordings

Categorize Recordings

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Categories allow you to organize recordings into relevant groupings for future reference.

This topic explains how to assign recordings to categories from the Call List.

For more information, see Working with Recordings Overview.

Categorizing a Single Interaction

  1. In the inContact WFO Web Portal, click Interactions List Call List.
  2. Locate the call record, right-click, and select Categorize from the pop-up menu.
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    Click the interaction, drag it to the Quick Filter Menu, and drop it in the category. The next step is not needed.

  3. Select the category for the call from the second-level menu.

    If an interaction is already assigned to a category, a check mark will appear next to the category name. Selecting that category removes the interaction from that category.

Categorizing Multiple Interactions

  1. In the inContact WFO Web Portal, click Interactions List Call List.
  2. Using standard Windows methods, select multiple interactions.
  3. Release the [Shift] (or [Ctrl]) key and then press and hold the [Ctrl] key. Click once on any of the highlighted calls (it will deselect it for the moment).
  4. Left-click the same call, hold the mouse button down, and drag all the calls to the Quick Filter menu, then drop them in the desired category.

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