Filter Emails in Team Inbox Follow

You can filter the emails in Team Inbox which can help you in organizing the emails and perform specific actions on the emails which match the condition. You can set up multiple filters Under Team Inbox, based on several parameters.

Steps to add filters:

• Navigate to Team Inbox under Left Menu Bar.

• Scroll to the footer of the Team Inbox Menu
• You will find Label: Filters

• Click on the + Icon to create a new filter.
• You get the option to select Matching logic like Match all filters (AND) or Match any filters (OR).
  • Match all filters (AND)– filter emails that match “all” defined filter conditions.
  • Match any filters (OR)– filter emails that match ”anyone” of the defined filter conditions.
• Click on "Add Filter"

• You can select from the following list of filter choices:
  • INBOX
  • MESSAGES
  • PROPERTIES
  • TEAMMATES

• You can apply the filter on the basis of the fields shown below:

Using filters in search operations will help you to narrow down the search to specific team members, inboxes, recipients, and so on.

Fields on which filter can be applied: 

INBOX

• Team Inbox (Sales, Support, etc.): It will show the list of Inboxes you have. For example, you can have two separate inboxes Sales and Support, and it will show both in the list.
  • The condition available for this filter is as below:
    • Equals to
    • Not Equals to

MESSAGES

• Recipients: It will filter the conversation in which any of the emails gets matched in the fields From, To, CC or Bcc.
• From: It will filter 'the conversation in which any of the email’s “from” fields matches with the user-provided filter.
• To: It will filter the conversation in which any of the email’s “to“fields match with the user-provided filter.
• Cc: It will filter the conversation in which any of the email’s “cc” fields matches with the user-provided filter.
• Bcc: It will filter the conversation in which any of the email’s “bcc” fields matches with the user-provided filter.
• Subject: It will filter the conversation in which any of the email’s “subject” fields matches with the user-provided filter.
  • The condition available for the above filter is as below:
    • contains

    • equals to

    • starts with

    • ends with

    • is empty

    • is not empty

• Body: It will filter the conversation in which any of the email’s “body” fields matches with the user-provided filter.
  • The condition available for the Body filter is as below:
    • contains
• Date: It will filter the conversations in which email is sent or received on the date filtered by the user.
  • The condition available for the Date filter is as below:

    • is

    • is before

    • is after

    • today

    • tomorrow

    • yesterday

    • current month

    • last month

    • current week

    • last week

    • more than

    • exactly

    • less than

PROPERTIES

• Is Read: It will fetch the conversations which are read/unread for the user.
• Has Attachments: It will fetch the conversation in which any single email is having Attachment or none of the emails has an attachment based on the filter applied.
• Has Deal: It will fetch the conversation which has the deal attached or not based on the filter applied by the user.
  • The condition available for the above filters is as below:
    • is true
    • is false
• Status: You can filter the emails on the basis of their status Open or Close.
  • The condition available for this filter is as below:
    • equals to
    • not equals to
• Tag: It will filter the conversation with a tag matching the user-provided filter.
  
  • The condition available for this filter is as below:

    • equals to

    • not equals to

    • is unknown

    • has any value 

TEAMMATES

• Assignee: It will filter the conversation which is assigned to the user-provided filter.
• Follower: It will filter the conversation which is followed by a user-provided filter.
  
  • The condition available for this filter is as below:

    • equals to

    • not equals to

    • is unknown

    • has any value

• You can further click on Apply to view the search combination results :

Create Views

• If you need to use this applied filter on a regular basis, Salesmate recommends and gives you the option to Save the filters as View for future reference
• Click on - Save as View

• Provide the Filter Name and hit Save

• The saved views are available under the Filters section.

Manage Views

• You can Edit, Rename or Delete the saved filtered view.
• Hover over the Three Dots icon to Edit, Rename, or Delete 

• Click on the below options to perform operations as required:
  • Edit: Update the Filter Properties 
  • Rename: Update the Filter Name
  • Delete: Remove the saved filter permanently