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

Sign in to SeeClickFix 311 CRM
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:

Close a Conversation

Instructions