Filter and Sort the Communications Tab (How-To)

Summary

This article shows you how to filter and sort the list on the Communications tab. By default, the list sorts by the Sent At column, newest first.

Steps

Filter the Communications Tab

  1. Go to the Communications tab.
  2. Select the Filter icon on a column header.

    Email and SMS filter table interface.

  3. Enter what you want to filter by, such as an SMS Category or a Sent at date.
  4. Select Contains, Not contains, Equals, Not equal, Starts with, or Ends with.
  5. Add a second filter if you want to. Each column can have two filters. You must complete the first filter before you can use the second. You can also filter more than one column at once.

    SMS filter and date selection interface.

For example, enter "equals 08/03/2022" and "OR equals 07/25/2022" to see results from both dates. If you also filter by Category, you see only that category on those dates.

  1. Select the blue Remove All Filters button above the list to clear all filters.

    Communications dashboard with email records.

Sort the Communications Tab

  1. Go to the Communications tab.
  2. Select a column header once to sort the table alphabetically by that column.

    Communication log with filters and entries.

  3. Select the same header a second time to sort in reverse alphabetical order.
  4. Select the same header a third time to remove the sort.

If you select a different column header, Gingr removes the earlier sort and sorts alphabetically by the new column.

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