Conversations - Insights - Saved Filters
PinMeTo's ''Saved Filters'' feature allows Conversations users to create, apply, and save filters in the Insights section.
This will help you configure how you work with the list, and more easily find the information you are looking for.
Navigate to Conversations - Insights
You will see the ''All items'' pre-defined saved filter, and the three lines with dots button which allows you to select filters
Click on the three lines with dots to select the filter criteria. The results will be reflected in the Insights below.
Click on ''All Items'' to open a dropdown where you can select a saved filter. If you don't have any saved filters, you can click "Add filter."
Clicking on ''Add filter'' will open the filter criteria box which allows you to select the criteria you want to filter by, then give the filter a name
Click on the pencil icon to amend an already-saved filter.
This will help you configure how you work with the list, and more easily find the information you are looking for.
Navigate to Conversations - Insights
You will see the ''All items'' pre-defined saved filter, and the three lines with dots button which allows you to select filters
Click on the three lines with dots to select the filter criteria. The results will be reflected in the Insights below.
Click on ''All Items'' to open a dropdown where you can select a saved filter. If you don't have any saved filters, you can click "Add filter."
Clicking on ''Add filter'' will open the filter criteria box which allows you to select the criteria you want to filter by, then give the filter a name
Click on the pencil icon to amend an already-saved filter.
Updated on: 03/04/2023
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