To Create a Custom View: 

1. Click Inbox on the left-hand navigation.
   
2. Click the blue My Messages button in the upper-left of your inbox. 
   
3. At the bottom of the drop down menu, click Create Custom View .
   
4. Enter a view Name and your desired criteria.  You can filter for messages related to a specific account(s) and contact(s) or employee(s), as well as from a specific date range, and for messages with attachments. 
   
5. Under Restrict Visibility, choose to keep your view private, or make it visible to other employees.
   ( Pro-Tip: Making a view visible to others is a great way for Client Service Team members to collaborate on their accounts.)
   
6. Click Save . 
   

To Apply a Custom View: 

1. Click  Inbox  on the left-hand navigation.
   
2. Click the blue My Messages button in the upper-left of your inbox.  
   
3. The options listed above the dotted line are views that you have created. The options listed below the dotted line are views that have been created by other employees in your firm. 
   
4. Click on a view to apply it to your inbox.
   ( Note: Custom views cannot be applied to the inbox preview on your Home page.)
   
5. When a custom view is applied, your inbox will display all message threads between you and the contacts/accounts specified in the custom view in which you were a recipient .
   The  All  tab in the upper-right (next to 'Pinned') will display all messages exchanged between your firm and the contacts/accounts specified in the custom view, including messages in which you were not a recipient . 
   

To Edit a Custom View: 

1. Click the blue  My Messages  button in the upper-left of your inbox.
   
2. Select the custom view you wish to edit.
3. Click the pencil icon to the right of the blue button. 
   
4. Modify the criteria and click Save .