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Filters

Narrow the inbox to exactly the tickets you want. Filter by status, channel, assignee, type, or who sent the last message, combine conditions, search, and sort — then save the result as a view.

View as Markdown

Filters narrow the ticket table to exactly what you care about right now. Open the Filter dialog in the inbox, add one or more conditions, and the table updates. When a filter set is worth keeping, save it as a view.

Filterable fields

Each condition is a field, an operator, and a value. You can stack multiple conditions — they all have to match.

FieldOperatorsNotes
Statusis any of / is none ofNew, On you, On customer, On hold, Closed, Cancelled.
Channelis any of / is none ofWhere the ticket came from — widget, email, WhatsApp, etc.
Assigneeis any of / is none ofPick teammates, unassigned, or me (resolves to you).
Typeisticket or live_chat.
Last message byiscustomer or agent — find tickets waiting on a reply.
The "me" shortcut

Use me as an assignee value so a shared view like "On me, awaiting reply" works for whoever opens it — it always resolves to the current user.

Alongside conditions, a free-text search matches across the ticket subject, requester name, requester email, and summary. Use it to jump straight to a customer or order reference.

Sorting

Choose how the filtered tickets order:

SortOrders by
Last activityMost recently updated first (or oldest first).
Ticket numberNewest or oldest ticket ID.
CreatedNewest or oldest creation time.
StatusAlphabetical by status, A–Z or Z–A.
Default sort

Tickets sort by last activity, newest first by default — the freshest needing attention rise to the top.

From filter to view

  1. 1
    Add conditions
    Stack the fields you need in the Filter dialog.
  2. 2
    Search and sort
    Optionally add a search term and pick a sort order.
  3. 3
    Save as view
    Save the whole set as a view, personal or shared.

FAQ

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