# Filter Customer List

Chatman provides a **list of filters in 'Shared Team Inbox' to quickly find out the relevant customers based on various criteria.**

### **Different Filter Options**

* **Assigned to:** You can filter customers based on which agent was assigned to handle the queries. 
* **User tags:** You can filter customers based on the tags you assign to them. Tags are labels that describe the user’s interests, preferences, behavior, or status. 
* **Conversation status:** You can filter customers based on the status of their conversation. For example, you can filter users who have an open or closed conversation. 
* **Conversation labels:** You can filter customers based on the labels you assign to their conversations. Labels are categories that describe the topic or purpose of the conversation. 
* **Created on:** You can filter customers based on the date when they started the conversation.
* **Last active:** You can filter customers based on the date when they last interacted. 
* **Is 24hr active?:** You can filter customers based on whether they have been active in the last 24 hours. 
* **Time of user’s last message:** You can filter customers based on the time when they sent their last message. 
* **User’s last message was answered?:** You can filter customers based on whether their last message was answered or not. 
* **Last message read by user?:** You can filter customers based on whether they have read the last delivered message. 

### Using Filter Option

1. In the **right-hand corner** of the **Customer's Name** section**,** you can find a **Filter Icon**.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FQU4brQWToC98D8pB1eDZ%2Ffilter.png?alt=media&#x26;token=7a5c8e9f-221f-4bea-b24c-42f04ead15d9" alt=""><figcaption></figcaption></figure>

2. Click it, and you will end up at a form, as shown below.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2Fu4fTHbJFw4a7xnuh8HBv%2Ffilter2.png?alt=media&#x26;token=b8e42d9f-f778-4c8c-867c-9ed5c40c6bf8" alt=""><figcaption></figcaption></figure>

3. Tap '**Add Filter**' and **select the attribute based on which you want to narrow down your search**.&#x20;

For example, if you want to **find only the customers who contacted you last week**, you can click on the filter icon, **opt for 'Created on’, select ‘Less than X days ago,’ and finally enter the value as 7**.&#x20;

<details>

<summary>Different Filters</summary>

* **Assigned to:** You can filter customers based on which agent was assigned to handle the queries.&#x20;
* **User tags:** You can filter customers based on the tags you assign to them. Tags are labels that describe the user’s interests, preferences, behavior, or status.&#x20;
* **Conversation status:** You can filter customers based on the status of their conversation. For example, you can filter users who have an open or closed conversation.&#x20;
* **Conversation labels:** You can filter customers based on the labels you assign to their conversations. Labels are categories that describe the topic or purpose of the conversation.&#x20;
* **Created on:** You can filter customers based on the date when they started the conversation.
* **Last active:** You can filter customers based on the date when they last interacted.&#x20;
* **Is 24hr active?:** You can filter customers based on whether they have been active in the last 24 hours.&#x20;
* **Time of user’s last message:** You can filter customers based on the time when they sent their last message.&#x20;
* **User’s last message was answered?:** You can filter customers based on whether their last message was answered or not.&#x20;
* **Last message read by user?:** You can filter customers based on whether they have read the last delivered message.&#x20;

</details>

insert

4. You can also **combine multiple filters** by simply tapping '**Add Filter**' to refine your search.&#x20;

Let's say you only want the customers whose 'conversation status' is 'open' from all the customers who contacted you last week.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FkDaplwWb59Lqa2ObSJCM%2Ffilter4.png?alt=media&#x26;token=0d2b2e69-224d-4527-ade2-e50cd0ac516f" alt=""><figcaption></figcaption></figure>

5. Now, under '**Sort By**', choose '**unread message**' or '**conversation updated**.'

{% hint style="info" %}
**Unread messages**: View customers **whose messages are yet to be seen**.

**Conversation Updated**: View customers whose messages are updated, which means the **agent or bot has responded to the query at last**.
{% endhint %}

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2F4fnTsgNcTgJ7TOqowP2N%2Ffilter5.png?alt=media&#x26;token=8df389cb-5c07-4831-81f5-deca4eb78030" alt=""><figcaption></figcaption></figure>

6. Now choose '**ASC**' or '**DSC**' from **order by**.&#x20;

If you want the chats with the **most unread messages to be shown first, opt 'DSC'** or else **for** **chats with the least unread messages on top, opt 'ASC.'**

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FDpdFfBzAUkyqbrYLIZwe%2Ffilter6.png?alt=media&#x26;token=84dfb934-6c40-441c-bc79-83c4857f8112" alt=""><figcaption></figcaption></figure>

7. Tap '**Apply & Close**' to filter. You'll see the list of customers that match your preferences.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FJwHqlL1lxuCUnz2Y2VMU%2Ffilter7.png?alt=media&#x26;token=95c1f230-d820-44ec-943f-c9a663d17c57" alt=""><figcaption></figcaption></figure>

8. If you want to **reset** the filter, tap '**reset filter**' to opt out.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FPWBsrw4HCMtJ4lm18Zaf%2Ffilter8.png?alt=media&#x26;token=c0fb4cf0-5e79-4995-9c12-298fbf731536" alt=""><figcaption></figcaption></figure>

You get two types of views in the '**Filter**' option, the above-explained one was '**Default View**'. The other type of view is listed below:

## Types of 'View' In Filter

### **Default View**

You can add the filter to your default view.

{% content-ref url="filter-customer-list/default-view" %}
[default-view](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/shared-team-inbox/filter-customer-list/default-view)
{% endcontent-ref %}

### **Create View**

You can add the filter and create your own view, just for quick access for future use for the same filter.

{% content-ref url="filter-customer-list/create-view" %}
[create-view](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/shared-team-inbox/filter-customer-list/create-view)
{% endcontent-ref %}

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