> ## Documentation Index
> Fetch the complete documentation index at: https://help.liftify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Save an Inbox filter as a view

> Turn a filter combination you use every day into a named view in the Inbox sidebar, share it with your team, and rename or delete it later.

If you start every morning by filtering the Inbox the same way — open conversations for one location, texts 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.

## Step 1: Filter the Inbox the way you want it

1. Click **Inbox** in the left navigation.
2. Start from one of the built-in entries in the sidebar: **All Messages**, **Assigned to me**, **Email**, or **SMS**.
3. Narrow it with the filter bar across the top:
   * **Location**, **Account Owner** and **Campaign** — pick one or more; each starts on an "All …" option
   * **Status** — **Open**, **Closed** or **All**
   * **Custom** — build a condition on your own contact fields with **Add Filter**, then **Apply**
   * the search button, which searches by *"Search by name, phone, email..."*

The conversation list updates as you go. What you see on screen right now is exactly what gets saved.

## Step 2: Save it

1. Click **Save View** in the filter bar.
2. In the **Save View** window, type a **View Name**. 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**.

<Note>
  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.
</Note>

## Step 3: Use the view

Your view appears in the sidebar under **Inbox**, below **All Messages**, **Assigned to me**, **Email** and **SMS**. 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.

## 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 **Update View** in the filter bar. This overwrites the view's filters with what is on screen.

**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.

<Info>
  **Update View** and the **⋯** menu only appear on views you created. A view a teammate shared with you can be used but not changed — ask the person who made it.
</Info>

## 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.