Contact Views
You can use views to filter the contacts and reuse the views whenever needed.

Using Contact Views

Use contact views to view a set of filtered contacts according to a set of predefined filters. Contact views can help you to get to your to-dos as quick as possible.
Tips: respond.io provides a set of default views to view your contacts. It is available for use to all the users of the Space.

View Selector

The View Selector is available at two locations, Contacts and Messages. You will be able to see a list of preset views and custom views in the selector.

Adding a view

If the default views do not achieve your filtering needs, you can add new views to the space and reuse it when necessary.
Step 1: Navigate to any View Selector Navigate to Contacts or Messages module and press on the View Selector
Step 2: Select ADD NEW VIEW At the bottom of View Selector, there is an option where you can add a new view.
Step 3: Name the view Give an appropriate name to the view and make sure the name is self explanatory.
Step 4: Specify the filters Based on your filtering needs, specify the filters for the new view.
Filtering option
Type
Description
Channel
Multi select
In which channel the contact originated from
Conversation Status
Checkbox
In which contact has open or closed conversation
Assignee
Multi select
In which users the contact is assigned to
Tags
Multi select
In which tags the contacts are tagged with
Gender
Checkbox
In which gender the contact is
Locale
Multi select
In which locale the contact initiated with
Last Message
Date range
In which date the contact's last message time
Date Added
Date range
In which date the contact was added
Step 5: Save the view Review the options and press SAVE VIEW to save the filters to the new view
By default, newly created views are only accessible by creators. Creators may share the views with their team or other users of the Space.

Sharing a view

You can share the views you added to other users or teams in the Space. Views can be shared in 3 different settings :-
Share settings
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Description
Private
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The view can only be accessed by the creator
Public
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The view can be accessed by all users in the Space
Shared
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The view can be accessed by specific users or team
Step 1: Navigate to any View Selector Navigate to the View Selector or Filtering Options of a view Step 2: Select More Actions Press on the
icon and select Share Settings from the menu
Step 3: Select a preferred share settings Select which share setting you prefer. If you select Shared, please fill in the list of users or teams you would like to share with.
Step 4: Save the view Review the settings and press SAVE when you are ready.
When a view is shared, it can be shared with multiple users, multiple teams or a combination of both.

Editing a View

Step 1: Navigate to any View Selector Select the View to be edited from the View Selector.
Step 2: Show the filtering options Press the
button to bring up Filtering options.
Step 3: Make changes to the filtering options Change any of the Filtering options and you will see the name of the view has "Edited" appended at the end of the View name.
Step 4: Save the view Once you are done with the Filtering options, either save the edited View by pressing SAVE VIEW button at the bottom. Alternatively, you can press the drop up button to save it as a new view.
Edited View Save Options
Use Views to organize your contacts into groups. To look at your different Views, use the dropdown on the top left of the Contacts page.

Renaming a View

Step 1: Navigate to any View Selector Navigate to the View Selector or Filtering Options of a view
Step 2: Select More Actions Press on the
icon and select Rename from the menu
Step 3: Rename the view Give the selected a new name
Step 4: Save the view Press the blue "SAVE" button to save the new name.

Deleting a View

If a view is no longer relevant or a duplicate of another, it can be deleted from the space by choosing Delete from the actions menu.
Only Saved Views can be edited, renamed and deleted. Preset Views e.g. Open will not have the option to edit, rename or delete.
Be careful when you delete a view as it may be used by other users in the space. Bear in mind that the deletion cannot be undone.

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Last modified 6mo ago