Filter Emails in Team Inbox

You can filter the emails in Team Inbox which can help you in organizing the emails and perform certain 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 find various Sub-Menus to filter Emails as per your choice. 

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.)
• MESSAGES
  • Recipients
  • From
  • To
  • Cc
  • Bcc
  • Subject
  • Body
  • Date
• PROPERTIES
  • Is Read
  • Has Attachments
  • Has Deal
  • Tag
• TEAMMATES
  • Assignee
  • Follower

INBOX

• Team Inbox (Sales, Support, etc.): It will be of type Select, where items of selected team inboxes are visible to the user.
• The condition available for this filter is as below.
  • is
  • is not
• Select the Required Inbox configured, Example :
  • Sales
  • Support

MESSAGES

• Recipients: It will filter the conversation in which any of the emails gets matched with one of the below fields.
• 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.
• 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 above filter is as below

    • contains

    • is

    • starts with

    • ends with

    • is unknown

    • has any value

• 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

    • before

    • after

    • today

    • tomorrow

    • yesterday

    • this month

    • last month

    • this week

    • last week

    • more than

    • exactly

    • less than

Multiple Conditions of filters can be applied together to narrow down the results.

PROPERTIES

• Is Read: It will fetch the conversations which are read/unread for the user.
  • The condition available for this filter is as below:
    • is true
    • is false

• 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.
  
  • The condition available for this filter is as below:
    • is true
    • is false

• 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 this filter is as below:
    • is true
    • is false

• Tag: It will filter the conversation which has a tag matching the user-provided filter.
  
  • The condition available for this filter is as below:

    • is

    • is not

    • is unknown

    • has any value

TEAMMATES

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

    • is

    • is not

    • is unknown

    • has any value

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

    • is

    • is not

    • is unknown

    • has any value

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

Manage 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.
• You can further 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