With filters you can view emails that match a certain criteria. For example:
emails assigned to you
emails assigned to others
contacts with a $29 monthly subscription
Apply filters #
Your existing filters are listed in the navigation. By default they are ordered by creation date, but you can drag and drop them however you like
Create new filters #
From your inbox, select the filter field at the top. A panel will slide down, where you:
add a name for the filter, eg. Assigned to me
select a source you want to filter with, eg. Assigned member
Depending on this source more filter-options will appear to create your filter.
Edit existing filters #
You can select the filter field when you have the filter applied. The same panel will slide down. Make the changes you want and select Save.
Re-order filters #
You can re-order the filters in the navigation panel. Hover over the filter-icon in the navigation; the cursor will change. Then drag & drop the filter up or down. The ordering is applied to all team members.
Note that also the Keyboard shortcuts will change when doing so.
Delete a filter #
From the same panel as editing a filter, you can select Delete…. A modal will appear to confirm you really want to select the filter.
Something still unclear? Reach out to support.