Get to the Inbox items you're interested in quickly.
Your Inbox shows you conversations across all contacts and clients.
To help you get to what you need, you can apply filters. You also have preset filters or smart filters to help you.
Accessing filters
To apply filters to your Inbox, click on "Show filters" at the top of the Inbox. This brings up the filter panel:
Applying filters
The following filters are available to use:
- Action - conversations that have no action required, have an outstanding action or require no action.
- Assignee - conversations that are assigned, unassigned or assigned to you.
- Archived - conversations that have been archived or unarchived.
- Snoozed - conversations that have been snoozed
- Conversation type - the type of conversation you want to see e.g. about a job, service or one that you defined (i.e. custom).
Your view of the Inbox changes as soon as you change a filter. You'll find that Smart filter is set to "Custom" when you do so.
Some examples of filters:
- To show conversations that relate to jobs and that have been assigned to you, set:
- Status = "All"
- Assignee = "Assigned to me"
- Archived = "Unarchived"
- Conversation type = "Jobs"
- To show conversations that are assigned to me that I need to take actions on, set:
- Status = "Action required"
- Assignee = "Assigned to me"
- Archived = "All"
- Conversation type = "All"
- To show conversations that need action, set:
- Status = "Action required"
- Assignee = "All"
- Archived = "All"
- Conversation type = "All"
Smart filters
Smart filters are preset filters that you can use to work with the default view of Inbox. Here are some examples and how they are defined:
| Smart filter name | Description | Status | Assignee | Archived | Conversation type |
|---|---|---|---|---|---|
| All (default view) | This is the view that you see when you click on Inbox. It shows you all conversations that are unarchived. The assumption is that conversations that you have archived don't need your attention any more. | All | All | Unarchived | All |
| Important | Shows all conversations in the default view that have an outstanding action. | Action required | All | Unarchived | All |
| Important to me | Shows all conversations in the default view that have an outstanding action that has been assigned to you. | Action required | Assigned to me | Unarchived | All |
| Needs attention | Shows all conversations in the default view that could be archived as they don't have any actions required. | No action required | Unassigned | Unarchived | All |