Filter Messages to a certain user
C
Carol Ramos
Hello. Requesting to have a filter where I can only see the messages intended to me as I do have store access and I can see everyone's messages.
Shelby Parker
Hello Carol Ramos — thanks for raising this. Totally hear you on how noisy/confusing it can get when you have store access and end up seeing everyone’s messages. A couple quick questions so we can make sure we’re designing the right filter: where are you viewing these messages today (e.g., inbox/conversations), and how do they fit into your day-to-day workflow? When you say “messages intended to me,” what should DriveCentric use to determine that (assigned to you, explicitly addressed to you, tied to leads you own, etc.)? And would you want this as a toggle you can turn on/off, or should your default view always be “only my messages”?
C
Carol Ramos
Shelby Parker Hi Shelby,
Thanks for following up!
Right now, I view these in the Conversations tab as part of my daily text outreach to customers.
When I say "messages intended for me," I specifically mean replies to text messages I initiated, or messages tied directly to leads assigned to me.
Having a toggle switch to turn this filter on and off would be ideal so I can easily switch between viewing just my activity and seeing the broader store view when needed.
Thanks!