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How to Filter, Search and Sort Conversations in Engage

With every channel in one inbox, the list grows quickly. This article shows you the three tools that find anything in seconds: search, sort and filters.

Search (⌘K)

Click the magnifying glass above the conversation list, or press ⌘K (Ctrl+K on Windows) anywhere in the inbox. The search bar looks across messages, patients and fax numbers, narrowing the list as you type. Press Esc to close it.

The Engage conversation list with the search bar open, highlighted, showing the placeholder "Search messages, patients, fax numbers…".

Sort

Click the sort icon to reorder the list: Newest first (the default), Oldest first, Unread first or Name (A–Z). The current order is always shown above the list.

The sort menu above the Engage conversation list with Newest first, Oldest first, Unread first and Name options.

Filter

Click the filter icon for quick filters — All conversations, Unread, Starred, plus a per-channel filter such as SMS only or Fax only, each with a live count. The active filter shows as a pill above the list.

The filter menu above the conversation list with All conversations, Unread, Starred, SMS only and Fax only options and counts.

Filter from the Sidebar

The sidebar is itself a filter: click Unread, Starred, Mine or Unassigned, any label, any channel — or a single number or mailbox nested under a channel — to narrow the list to just those conversations.

The Channels section of the Engage sidebar with a fax number and an email mailbox nested under their channels, each with its own count.

TIP: If you keep using the same combination of filters, save it as a view so the whole team gets it in one click — see our How to Create Views in Engage article.

Related Articles

We suggest reading our How to Create Views in Engage article next.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy.