Filtering, sorting and saved views

Filtering

1. In Inbox, press ⚲ Filters.
2. Choose what to filter on - who it is with, status, priority, box, tag, who looks after it and more - how to match, and a value. is any of lets you pick several values at once.
3. Add as many filters as you need. Each one shows as a chip above the list; Clear all removes them.

Sorting

Press ⇅ Sort and choose an order: last message, when it started, longest unanswered, priority, status, who it is with, subject, how many messages, who looks after it, or unread first. Choose the same order again to reverse it.

The inbox shows 50 conversations a page; use ← Previous and Next → at the bottom.

Saving a view

1. Set the filters and sort you want.
2. Press Save as a view (or the + beside Views), name it and press Save.

Change the filters while you are on a saved view and the CRM says Changed from its name, with Update the view to keep the change. The × beside a view forgets it.

Arranging the menu

The sections of the inbox menu - Boxes, Views, Team and your saved views - each fold away, and you can drag them into the order you like. The order is kept for you, not for your whole team.