Email search filters and saved views for a shared inbox
Search in Sektra combines words with filters: from, to or cc, subject, inbox, channel, assignee, tag, status, whether there is an attachment, direction and a date range, sorted by newest, oldest or relevance. Results page through the whole history with the matching words highlighted. Any search can be saved as a view, personal or shared with the team, and pinned to the sidebar so the list opens with one click.
Email search filters matter more in a shared inbox than in a personal one, because the question is rarely what did I receive. It is more often what did we promise this client, which billing conversations are still open, or what came in with an attachment last week. Those questions combine a sender, a status, an owner and a date, and typing an operator for each is slow and easy to get wrong. A filter bar makes the same search visible and repeatable.
A saved view is a search kept under a name. A support lead keeps Open billing questions pinned, an account manager keeps a view per client, and a manager keeps Unassigned with attachments for the morning check. Each view opens in the scope it was saved in, keeps the words and filters together, and can be shared with everyone on the inbox or kept to one person.
Results with highlighted matches and paging
Search reads the history by keyword and by meaning, so a conversation about a late delivery is found by delayed shipment as well as by the exact words. Each result shows the subject and a short window of text with the matching words highlighted, and results page through the full history rather than stopping at a fixed number. The sort is newest, oldest or relevance, and a search with no words is a filtered list in time order. Every search is limited to the inboxes the person can read.
Keeping a view current
Open a view, change a filter, and Update view with this search writes the change back to it. Save a copy makes a second view from the current search, which is how a shared view becomes the starting point for a personal one. Rename and Delete view sit in the same menu. A view opens in the scope it was saved in, and falls back to the inboxes the person can still reach when that scope has changed.
What your team gets
Twelve filters in one bar
Sender, recipient, subject, inbox, channel, assignee, tag, status, attachment, direction, date and sort, without memorizing operators.
Matches you can see
Results show the matching words highlighted in the subject and the text, and page through the whole history.
Views for the lists you reopen
A search saved under a name opens with one click from the sidebar, in the scope it was saved in.
Shared or personal
A view is yours, or shared with everyone on the account, and either kind can be pinned.
Search and saved views setup in four steps
The steps follow the order a new workspace takes them in, and they use the names of the screens as they appear in the app.
- 1
Open search and add filters
In an inbox or the Unified Inbox, open the search bar, type any words and use Add a filter to narrow by sender, assignee, tag, status or date.
- 2
Save the search as a view
Choose Save as view, name it, decide whether it is Shared, and pin it to the sidebar.
- 3
Open it from the sidebar
The view appears under Views in the sidebar, and opening it runs the saved search in its scope.
- 4
Keep it current
After changing a filter, choose Update view with this search, or Save a copy to keep both.
Common questions
These are the questions teams ask before they set this up. If yours is not covered here, send it to us.
Can I search a shared inbox by sender and date?
Yes. Add a From filter with an address, a domain or a name, and a date range read in your own time zone. The same bar filters by recipient, subject, inbox, channel, assignee, tag, status, attachment and direction, and words can be typed beside the filters.
What is a saved view in a shared inbox?
A saved view is a search kept under a name, with its words, filters and scope. In Sektra it can be pinned to the sidebar under Views, where it opens with one click, and it can be personal or shared with everyone on the account.
Can a saved view be shared with the team?
Yes. Mark a view as Shared when you save it or later from its menu, and it appears in the sidebar for everyone on the account. The person who created it and anyone who manages the inbox can edit it, and anyone can Save a copy as a personal view.
Does search cover imported history?
Yes. Sektra reads the newest 50,000 emails of each connected inbox, and keyword search covers all of it from the first day. Search by meaning covers the conversations the memory layer has read, which is the most recent 12 months on Starter and the complete history on Team and Business.
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