Conversations may be filtered to only show relevant conversations, or to assist in finding any conversations related to a specific tag, channel, assignee, or status.
Important Note: Filters are applied automatically as they are selected.
Instructions
- Navigate to the Conversations tab.
- Click Manage Filters to expand the Filters menu.
- Select your desired filters.
- Status: Select Open or Closed, or a specific category in Open or Closed.
- Open: Conversations that are currently open and ongoing
- New: New conversations
- Needs Reply: Conversations that are awaiting a reply
- Waiting: Conversations that are waiting on a constituent response
- Closed
- Done: Conversations that have been completed
- Archived: Conversations that have been completed and moved to the archive
- Open: Conversations that are currently open and ongoing
- Channel: Select a channel or channels.
- Assignee: Select an assignee or assignees.
- Tag: Select a tag or tags.
- Created: Select a date range to show conversations created within that range.
- Start Date
- End Date
- Updated: Select a date range to show conversations updated within that range.
- Start Date
- End Date
- Status: Select Open or Closed, or a specific category in Open or Closed.
- Click the x icon next to a filter to remove that filter.
- Click Default Filters to remove all filters.
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