How to

How to search with filters and save a view to the sidebar

Combine words with filters by sender, recipient, inbox, channel, assignee, tag, status and date, then save the search as a view pinned to the sidebar.

Updated 2 min readDescribes the product as it works today

Search in any inbox or the Unified Inbox combines the words you type with filters from the bar above the list. A search can be saved as a view, personal or shared with the account, and pinned under Views in the sidebar, where it opens with one click in the scope it was saved in.

  1. Add filters

    Open search in an inbox or the Unified Inbox, type any words and use Add a filter to add chips for sender, assignee, tag, status, date and the rest.

  2. Save the search

    Open the Views menu and choose Save as view. Name it, decide whether it is Shared, and pin it so it shows in the sidebar.

  3. Open it later

    Choose the view under Views in the sidebar, or from the Views menu in the search bar. It runs the saved search in the scope it was saved in.

  4. Change it

    After editing a filter, choose Update view with this search to write the change back, or Save a copy to keep both. Rename and Delete view sit in the same menu.

The filters

From and To or cc take an address, a domain or a name. Inbox narrows to the mailboxes you choose, channel picks email, WhatsApp or chat, and assignee picks unassigned, me or a teammate. Tag, status, has attachment and direction take their values from the list, the date range is read in your own time zone, and sort is newest, oldest or relevance. Typed operators such as from:acme.com and before:7d still work beside the filters.

Results

A search with words reads the history by keyword and by meaning, shows the matching words highlighted in the subject and a short window of text, and pages through the whole history. A search with no words is a filtered list in time order. Every search is limited to the inboxes you can read.

Views

A view keeps the words, the filters and the scope under a name. A personal view belongs to you, and a Shared view appears for everyone on the account. The person who created a shared view and anyone who manages the inbox can edit it. Views are dragged into order in the sidebar, and an account can hold up to one hundred.

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FAQ

Common questions about this guide

Short answers to the questions people ask most about this subject. If yours is not covered, write to support.

Contact support
Why does a view open on fewer inboxes than it was saved with?

A view opens in the scope it was saved in, limited to the inboxes you can still reach. If an inbox was removed from your access, the view runs on the rest.

Can I turn a shared view into a personal one?

Choose Save a copy to make a personal view from it. Turning a shared view itself into a personal one hands it to you and removes it from the sidebar of everyone else, so a copy is usually the better choice.

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