> ## Documentation Index
> Fetch the complete documentation index at: https://support.quo.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Inbox filters
> Use filters and views to organize conversations by status, properties, and custom criteria for efficient inbox management
## Overview
Inbox filtering in Quo, formerly OpenPhone, transforms how you manage communications by allowing you to focus on specific conversation types, statuses, and criteria. Whether you need to see only unread messages, filter by team member, or organize by custom contact properties, powerful filtering tools help you maintain an organized and efficient workflow.
## Understanding filtering concepts
Quo offers multiple filtering approaches to help you organize and prioritize your communications:
**Conversation status filters:**
* **Open**: Active conversations requiring attention
* **Done**: Completed conversations archived from main view
* **Unread**: Messages not yet viewed by any team member
**Advanced filtering options:**
* **Unresponded**: Conversations needing team follow-up
* **Company**: Filter by contact company information
* **Custom properties**: Use contact tags and custom fields
* **Team member**: View conversations by assigned person
Filters work within each phone number inbox, so select the correct inbox before applying filters for comprehensive results.
## Basic conversation status management
Understanding when and how to use each status helps maintain inbox organization:
**Mark as Done:**
* Use when conversations are completed and resolved
* Perfect for verification codes, confirmations, and one-time communications
* Removes conversations from main view while preserving history
**Mark as Unread:**
* Creates active notifications for follow-up reminders
* Useful when you need to respond but aren't immediately available
* Helps coordinate team responsibilities for shared conversations
### Status workflow on web and desktop
1. **Select conversation** from your inbox
2. **Choose status action**:
* Click envelope icon to mark as unread
* Click checkmark (✓) icon to mark as done
3. **Apply filters** to view specific conversation types
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### Status workflow on mobile
**Quick actions with swipe gestures:**
* **Swipe right** to mark conversation as unread
* **Swipe left** to mark conversation as done
**Filter view:**
* Tap filter icon in upper right corner
* Select Open, Done, or Unread views
* Apply additional filters as needed
## Advanced filtering features
**Conversation state filters:**
* **Unread**: No team member has viewed new messages or missed calls
* **Unresponded**: No team response to incoming messages or calls, conversation not marked done
* **Company**: Filter by company name associated with contacts
* **Multi-select properties**: Custom contact tags for categorization (e.g., VIP customers)
### Setting up advanced filters
**From web or desktop app:**
1. Click **Filter** button in your inbox
2. **Select filter type** from available options:
* Unread or Unresponded for priority conversations
* Company for organization-based filtering
* Custom properties for tagged contacts
3. **Configure criteria** if filtering by contact properties
4. **Add multiple filters** using the + icon for complex filtering
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### Managing multiple filters
**Adding filters:**
* Click the **+** icon to add additional filter criteria
* Combine different filter types for precise results
* Create complex filtering rules for specific workflows
**Modifying filters:**
* Click into **is** between filter name and value to adjust criteria
* Change filter parameters without removing entire filter
**Removing filters:**
* Click the **x** next to filter name to remove individual filters
* Clear all filters to return to full inbox view
## Mobile filtering workflows
**Available on iOS app:**
1. Tap **filter icon** in any workspace inbox
2. **Select filter criteria**:
* Unread conversations requiring attention
* Unresponded conversations needing follow-up
* Contact properties for custom organization
**Setting contact property filters:**
1. **Choose property type** from available custom fields
2. **Select specific criteria** by tapping values
3. **Save configuration** to apply filter
**Managing iOS filters:**
* **Modify existing filters** by tapping filter icon and adjusting criteria
* **Add multiple filters** by selecting additional options before saving
* **Clear all filters** using "Clear all" option to reset view
## Managing multiple phone numbers
### Phone number-specific filtering
Each phone number in your workspace maintains separate conversation filtering:
**Single number users:**
* Apply standard conversation status filters (Open, Done, Unread)
* Use advanced filters for contact properties and team management
* Focus on workflow optimization within single inbox
**Multiple number users:**
* **Separate filtering per inbox**: Each phone number has independent filter settings
* **Consistent organization**: Apply similar filtering strategies across numbers
* **Context switching**: Easily toggle between numbers while maintaining filter preferences
### Switching between phone numbers
**From web and desktop:**
1. **View available numbers** under "Inboxes" in left sidebar
2. **Click specific number** to switch inbox context
3. **Apply appropriate filters** for that number's conversations
**From mobile app:**
1. **Tap account image** in upper left corner
2. **Select desired number** under "Your numbers"
3. **Apply filters** specific to that number's conversations
## Filter workflow strategies
### Daily productivity workflows
**Morning routine:**
1. **Start with Unread filter** to see new messages requiring attention
2. **Switch to Unresponded filter** for follow-up priorities
3. **Review Done conversations** for any missed opportunities
4. **Apply team member filters** to coordinate coverage
**Ongoing organization:**
* **Mark conversations done** immediately upon completion
* **Use unread status** strategically for genuine follow-ups
* **Apply custom property filters** for client categorization
* **Regular filter review** to maintain accurate conversation states
### Team collaboration strategies
**Shared filtering standards:**
* **Consistent status usage**: Establish team conventions for marking conversations
* **Property standardization**: Use uniform custom contact properties
* **Filter documentation**: Share effective filter combinations across team
* **Regular coordination**: Review filter usage during team meetings
**Coverage optimization:**
* **Unresponded monitoring**: Regularly check for conversations needing team attention
* **Team member filters**: Monitor individual workloads and response patterns
* **Escalation workflows**: Use filters to identify conversations requiring management attention
* **Performance tracking**: Analyze filter patterns for workflow improvements
## Troubleshooting filtering issues
**Filters not showing expected results:**
1. **Verify phone number selection**: Ensure you're viewing the correct inbox
2. **Check filter criteria**: Confirm filter settings match your intentions
3. **Review conversation states**: Conversations may be in different status than expected
4. **Consider timeframe**: Some conversations may be older than anticipated
**Missing conversations in filtered view:**
1. **Expand filter criteria**: Try broader or different filter combinations
2. **Check Done conversations**: Completed conversations may be archived
3. **Verify contact properties**: Ensure contacts have necessary tags or properties
4. **Review team permissions**: Confirm access to relevant conversations
**Maintain effective filtering:**
* **Regular filter review**: Periodically assess and update filter strategies
* **Contact property maintenance**: Keep custom properties current and relevant
* **Team training**: Ensure all team members understand filtering conventions
* **Workflow documentation**: Document effective filter combinations for consistent use
## FAQs
Unread shows conversations where no team member has viewed new messages, while Unresponded shows conversations where you received messages or missed calls but haven't attempted to respond back. Unread focuses on viewing activity, while Unresponded focuses on response activity.
Currently, Quo doesn't save custom filter combinations, but you can quickly recreate useful filter sets. Consider documenting effective filter combinations for your team to ensure consistent usage across your workspace.
No, filters are applied to individual phone number inboxes. Each phone number maintains its own filter settings, allowing you to customize organization strategies for different business lines or purposes.
Custom contact properties you've created (like tags or multi-select fields) become available as filter options. This allows you to categorize contacts (e.g., VIP, Lead, Customer) and filter conversations based on these categories for targeted communication management.
Team member filtering shows conversations where specific team members have participated. This is useful for monitoring individual workloads, tracking response patterns, or reviewing conversations handled by particular team members.
While there's no specific date range filter, you can use conversation status filters combined with manual date assessment to focus on recent or older conversations. Done conversations preserve timestamps for historical reference.
Filters work alongside search functionality to narrow results. When you search while filters are active, results will only include conversations that match both your search terms and your active filter criteria.
Filters remain functional even after team members leave your workspace. However, conversations previously associated with departed team members may show different attribution, so you might want to review and update team-based filters accordingly.
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