1. Open Chats  
   

The Open Chats   messages view allows you to see all open messages that are either unassigned or assigned to yourself. You can leave chats in the Open status or close them to help keep your work space clear.

2. Unread Chats  
   

The Unread Chats   messages view allows you to see all unread messages that have not been viewed by anyone in your organization.

Note: Once anyone has viewed an Unread chat message, the message will no longer appear in the Unread Chats filter unless their status is changed to Unread again.

Mark as Unread

1. In the left-hand panel, locate the message that you want to mark as Unread and then check the box next to that message.
   Note: You can check more then one box to change multiple messages at once.
   
   
   
   
2. A new set of options will appear at the top of the page, press the Unread option.
   
   
   
   
3. When you select the Unread option, the message will appear to be unread and show up under the Unread filter.
   

1. Closing Chats 
   

The Closed Chats  messages view allows you to see all closed messages. We offer two options for closing chats. There is a quick close option when you are responding to a client or you can mark the chat as closed.

Quick Close

When you reply to a client, use the Send + Close button . This will send the message and close the chat until the client responds. When the client responds, the chat will re-open.

Mark as Closed

1. In the left-hand panel locate the message that you want to mark as Closed and then check the box next to that message.
   Note: You can check more than one box to change multiple messages at once.
   
   
   
   
2. A new set of options will appear at the top of the page, press the Close option.
   
   
   
   
3. When you select the Close option, the message will close and appear under the Closed Chats filter.
   
   

Assignment Filters

1. My Assignments  
   
   The My Assignments  messages view allows you to see all open messages that are assigned to yourself. 
   
   

Quick Assign

You can assign a chat to yourself quickly by pressing the Assign to Me  arrow list of viewable chats or the Assign to me 

 button within a chat itself.

1. Other Assignments  
   
   The Other Assignments  messages view allows you to see all open messages that are assigned to other users. To further filter your view by user, select a particular user from the All Users  drop-down.
   
   

Assign Individual Chats

1. Open the chat that you want to assign to a user.
   
   
2. In the right-hand panel click the Chat Options   to view the additional options.
   
   
   
   
3. Select Assign Chat and a drop-down list of your users will appear. Pick the user who you would like the chat assigned to.
   
   
   
   
4. The chat is now assigned to the user that you selected.
   
   

Bulk Assignment of Chats

1.  In the left-hand panel locate the message that you want assign and then check the box next to that message.
   
   
2. Note: You can check more then one box to assign multiple messages at once.
   
   
   
   
3. A new set of options will appear at the top of the page, press the Assign option.
   
   
   
   
4. When you select the Assign option, you will be given a list of your current users. Choose the User that will be assigned to the message.
   
   
   
   
5. The message will then be assigned to the specified user and be viewable when they look at their open tickets.
   

1. All Assignments  
   
   The All Assignments  messages view allows you to see all open messages.  To further filter your view by user, select a particular user from the All Users drop-down. 
   
   
   

Secondary Filters - Location, Subject, and Alphabetical or Numerical Order

1. Location Filters
   

The Location view allows you to add a secondary filter to your chat view by selecting the clinic or office the client is associated with.

To Filter by location

1. Select the primary filter you would like to use.
   
   
   
   
2. Click on Location and from the drop-down menu and check the boxes next to the locations that you would like to use.
   Note: By default, it will select all locations.. 
   
   
   
   
3. Now the chats that are displayed in the left-hand panel are only these associated with the selected locations.
   

1. Subject Filters
   

The Subject view allows you to add a secondary filter to your chat view by selecting the subject a chat is associated with. 

Note: Before you filter by Subject, you have to enable and create chat subjects. For more information about Chat Subjects visit:  How to: Add Subjects to Chat

To Filter by Subject

1. Select the primary filter you would like to use.
   
   
   
   
2. Click on Subject and from the drop-down menu and check the boxes next subject that you would like to use. 
   
   
   
   
3. Now the chats that are displayed in the left-hand panel are only these associated with the selected subjects.
   

1. Sort in Alphabetical or Numerical Order