How to Save and Share Filtered Views in OmniServe Inbox

Saved Filtered Views let you store filter combinations in OmniServe Inbox and reopen them instantly instead of reapplying filters manually each time. Team Leads and Managers can share views with specific agents or teams to keep everyone working from the same setup.

What You Can Do

• Save any combination of filters as a named view
• Pin up to 10 views for quick access
• Share views with specific users or teams
• Edit, copy, or delete views at any time
• Track conversation volume per view with engagement counters

Before You Start

Sharing views requires Team Lead or Manager access. Agents can create and save private views but cannot share them with others.

Step 1. Apply Your Filters

Open the filter panel in OmniServe Inbox and select one or more filters such as Assigned Agent, Assigned Teams, Tags, or SLA.

Step 2. Save the View

Once at least one filter is applied, the Save As button becomes available. Click it.

Step 3. Name the View

Enter a descriptive title up to 50 characters.

Step 4. Set Sharing Permissions (Team Leads and Managers only)

Choose one of three options: Only Me to keep the view private, Specific Teams to share with selected teams, or Specific Users to share with individual agents. Click Save.

Your new view will appear in the sidebar under the Views section, below the main inbox tabs.

Managing Your Views

Saved views appear in the sidebar with a Shared tag on any view that has been shared with you or by you. You can pin up to 10 views at a time, pinned views stay at the top of the list.

Each view supports three actions. Edit lets you change filters, rename the view, or adjust sharing, edits apply to everyone with access. Copy creates a duplicate with the same filters so you can make a similar view with slight differences. Delete permanently removes the view and cannot be undone.

When working inside a saved view, Apply makes a temporary filter change that resets when you leave. Update View saves the change permanently to the existing view. Save As creates a new view with the modified filters and leaves the original unchanged.

For further assistance contact Lucidya Support.