Save Filters and Custom Views

Re:amaze allows you to save and pin specific filtered inbox views to the top of your dashboard, making it easier to manage conversations relevant to you or your department. Saved filters appear under the Important section in your inbox. Common use cases include:

• Saving a filter for all unassigned conversations within a specific channel.
• Saving a filter for all resolved conversations with a specific tag.
• Saving a filter for all unresolved conversations belonging to a department.
• Saving a custom view for search criteria you use frequently.

A few things worth noting:

• The Me, Awaiting, and All Unresolved filters cannot be saved because they are already pinned by default.
• All channel filters and their sub-filters can be saved and pinned.
• Search filters and advanced search filters can be saved and pinned.
• All saved and starred filters and views can be renamed.

Save a filter

Select an existing filter, channel filter, or tag filter. To save it and pin it to the top of your inbox, select the star icon at the top of the page.

You will be prompted to give the filter a name. Select Update when done.

The filter will now appear pinned under the Important section at the top of your inbox. All conversations matching that filter will be accessible from that saved view at any time.

Save a keyword or advanced search

You can also save basic or advanced conversation searches as filters. To perform an advanced search, select the filter icon on the right side of the search bar.

A dropdown will appear allowing you to filter by message type, status, channel, and more. Select Search to run the query. You can then save this search as a filter by selecting the star icon at the top of the page.