Search the Email In-tray using filters

Useful Plugins - sending documents via e-signatures

Use of Filters

Sometimes, we need to view contents of the email in-tray which are not assigned to us. Occasionally, your default filters on the left hand side of the in-tray section may limit your view so you need to adjust the settings and either save them so that they remain that way as default, or you can just adjust them as and when you require.

You can view all staff emails by clearing your name out of the this filter on the top of the page until it says "Assigned Staff": 

 

You can also search/filter keywords and names to locate items in the in grid Search Box :

 

 This is found within the data grid and next to your Export to Excel & Excel to PDF buttons.