Tags and saved views
Tags
Tags group conversations, such as "Refunds" or "Partnerships". Anyone on the team can add and remove them.
- Adding a tag: in a conversation, choose Add tag under the subject and enter the Tag name. Existing tags are suggested as you type; a new name becomes a tag for the whole team.
- Removing a tag: choose the cross on the tag. For 10 seconds, Undo puts it back.
- Finding tagged conversations: in the Inbox, filter by Tag. Ask Pip can find them too: "Conversations tagged Refunds this month".
A conversation can have up to 8 tags, and a business up to 50. A tag name has up to 32 characters.
Settings > Team lists the business's tags. Only owners can delete a tag there. Deleting it removes it from every conversation and deletes the saved views that filter on it; this can't be undone.
The Numbers page shows the tags on the most conversations. See Today and Numbers.
Saved views
A saved view keeps a search and filters under a name, next to the Inbox tabs, for everyone on the team.
- In the Inbox, search, or filter by Tag or Assignee.
- Choose Save view and enter a name of up to 40 characters.
A view needs a search or at least one filter. A business can have up to 12 saved views. Anyone on the team can remove a view, which removes it for everyone.