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If you start every morning by filtering the Inbox the same way — open conversations for one location, unread only, assigned to one person — save that combination as a view. It becomes its own entry in the Inbox sidebar with a count next to it, so you get there in one click instead of five.

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Step 1: Filter the Inbox the way you want it

  1. Click Inbox in the left navigation.
  2. Start from one of the two entries in the Actions group at the top of the sidebar: Assigned to Me, or Conversations for everything you can see.
  3. Set the open/closed switch at the far left of the filter row to Open, Closed or All. It is saved with the view like everything else, even though it is a switch rather than a filter pill.
  4. Narrow it with the filter bar beside the switch. Location and Assigned to sit on the bar itself; the rest live behind the +N pill at the end of the row, which opens a panel of everything else you can filter by:
    • Location — one or more of your locations, starting on All Locations
    • Assigned to — Assigned to me, Unassigned, or a teammate by name, starting on Anyone
    • Source — SMS or Email
    • Campaign and Campaign type
    • City
    • Location Status — Active locations, Inactive locations or All locations
    • Read Status — Unread, Read or All
    • Last message — a date range
    • your own custom contact fields, each as its own filter, grouped under Customer attributes. See Filter on your own custom fields
    • the search button, which searches by “Search by name, phone, email…”
The panel has a Find a filter box, so you don’t have to read down the list.
The sidebar used to offer four built-in entries: All Messages, Assigned to me, Email and SMS. There are now two, in a group called Actions, and All Messages reads Conversations. Email and SMS come back as the Source filter, which you can save as a view of its own.The Inbox now uses the same filter bar as the rest of Liftify, so the pills work the way they do on Reviews and Tasks. The filter that used to be called Account Owner is now Assigned to, and Source, Campaign type, City and Last message are new.
The conversation list updates as you go. What you see on screen right now is exactly what gets saved.

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Step 2: Save it

  1. Click the bookmark button at the end of the filter row — its label is Save view.
  2. Type a View Name in the panel that opens. Give it a name your team will recognise — “Austin — open texts” beats “My filter 2”.
  3. Choose who else gets it under Sharing:
    • Private - Only visible to me — nobody else sees it
    • Share with specific users — pick names under Select Users
    • Share with specific locations — pick locations under Select Locations, and anyone with access to those locations gets the view
  4. Click Save.
If the sharing lists come up saying “No other users available.” or “No locations available.”, there is nobody (or no location) on the account to share with yet. Save it as private for now — you can change the sharing later.

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Step 3: Use the view

Your view appears in the Saved Views group, at the bottom of the Inbox sidebar below the reports. Click it to jump straight to that filter combination. Each entry shows a count of the conversations in it. Counts are calculated when the page loads, so if you have had the Inbox open for a while, reload the page to see current numbers. Views shared with you by a teammate show up in the same list.

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Step 4: Change or remove a view

There are two different edits, and they live in two different places. To save a new filter combination into an existing view, open the view, adjust the filters, then click the bookmark button — on one of your own views it is labelled Update or save view and the bookmark itself is filled in. The panel opens with Update “your view’s name” and an Update button at the top: click that and the view takes the filters currently on screen. Below it, Save as a new view lets you keep the original and store what’s on screen as a second view instead. To rename a view or change who it is shared with, hover over the view in the sidebar and click the ⋯ button that appears on the right, then choose Edit. This changes the name and sharing only — the filters stay as they were. To remove a view, use the same ⋯ menu and choose Delete, then confirm in the Delete View window.
Update and the ⋯ menu only appear on views you created. Open a view a teammate shared with you and the bookmark still offers to save what’s on screen as a new view of your own — but it won’t change theirs. To change theirs, ask the person who made it.

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Troubleshooting

“already exists. Please choose a different name.” You already have a view with that name in the Inbox. Pick something else, or edit the existing one instead of making a second copy. A teammate can’t see the view I shared. Two things to check. If you shared with specific people, confirm they were ticked under Select Users — open the ⋯ menu and choose Edit to look. If you shared with locations, they only get the view if they have access to one of those locations. The count next to a view looks wrong. Counts are worked out when the page loads. Reload the Inbox and check again. No menu appears when I hover a view. That view belongs to someone else. Only its owner can rename, re-share or delete it.