How to Filter the Service Level Manager
If you need to view your service touches based on those that are Scheduled, Unscheduled, Missed, etc., you will use Service Level Management.
Go to the Service Level Management workspace.
Select the saved filter of the Touch Type you are looking for. For example, to see Personal Contacts.
To see only the desired information, use the default filter fields to add filters to the Touch Type.
Click the Filter Options button and select Add Filter Fields if the field you are looking for is not one of the defaults.
For example, if you want to see all the personal contacts that don’t have anything scheduled yet, select Touch Status and check Unscheduled.
Once you have chosen the filters you want to use, you can save it using the Save Filter button.
Enter in a name for the filter, and optionally a description, then click Save.
This will add it as a new Saved Filter.
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