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

1. Navigate to the Conversations tab.
   
2. Click Manage Filters to expand the Filters menu.
   
3. 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
   • 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
4. Click the x icon next to a filter to remove that filter.
   
5. Click Default Filters to remove all filters.