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: Currently open/ongoing Conversations 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
Click the X icon next to a filter to remove that filter:
Click Default Filters to remove all filters:
