Infinity3 Help Centre

Save commonly used filters so you can return to a useful set of conversations quickly.

Create a view

1. Open Conversations → Views.
2. Select Create View and enter a clear name.
3. Add your filters, such as assigned user, tags or last message channel.
4. Use AND when every condition must match, or OR when any condition can match.
5. Select Create View to save it.

For an email-focused view, choose Last Message Channel → Is → Email. This checks the most recent message’s channel, rather than whether the conversation has ever contained an email.

Share a view

Views are private by default. An administrator can open the view’s menu and choose Share.

For a shared “assigned to me” view, use Logged In User in the Assigned To filter so it adapts to the person opening it.

Check the results

Views update as conversations match or stop matching the filters. Shared views respect existing permissions, so colleagues may see different results.

If a conversation appears missing, check the filters and your access. A saved view helps you find work; agree separately how your team will handle it.