With Apptivo, you can create a custom view and filter emails by specifying the sender, date, recipients, subject, and many other factors. After filtering, you can save them as a view and access them anytime you need. The created view will be refreshed regularly for future emails as well, allowing you to monitor each mail.
Steps to create:
- Log in and access the Emails App from the universal navigation menu bar.
- Custom views can be created using two ways, you can use any either way:
Advanced Search:
- Click on the Advance search down arrow in the simple search field at the app header bar.
My View + :
- On the Emails page, scroll down and click the “+” icon beside My Views as shown below.
- The Create View window comes into the display. Here, enter the values as per your preferences:
- Search In: Select the app you want to filter the emails from.
- Has the word: By specifying the word, the emails containing the words will be shown.
- To: You can specify any recipient’s email address.
- From: You can specify any sender’s mail address.
- Subject: The emails will be displayed based on the provided Email Subject.
- Message: The emails will be displayed based on the specified Email Message.
- Tags: Perform the search by selecting the tags.
- Status: Define the status of the email like sent, received, or draft.
- Date Within: Displays all the emails that are sent or received within the specified date.
- Let’s try filtering the emails that I have received from my employee’s mail ID. Click on the Search icon.
- Here, all the emails received from the provided email will be displayed as per the applied filter. Now, you can create a view of these emails by clicking on the Save as View button.
- On the Save as View pop-up, give the Name of the view, and click on the Save button.
- Now you can see the filtered emails from the created view in the left panel. The created view will be updated regularly from now on.
- The created views are also editable and removable whenever you need them, using the Edit and Delete icons.
Note: The created view gets frequently updated, and it will include all current and future emails.
