How to Use the Sort Feature

As a manager on a team account, you have access to all Quickpages created by your entire team. The sort feature helps you filter through that activity so you can focus on a specific team member's pages or messages at a time. Follow the steps below to use it.

Step 1: Understand Your Role and Access

Before using the sort feature, it helps to understand what managers can see versus what team members can see.

• Team Members can only view their own Quickpages and chat messages.
• Team Managers can view all Quickpages created by the entire team, as well as all incoming messages.

If you are logged in as a manager, your dashboard will show pages from every team member by default — the sort feature is what lets you narrow that down.

Step 2: Sort Pages by Team Member

Filtering your page list by team member is a quick way to review one person's activity without the rest of the team's pages in the way.

1. From your Quickpage dashboard, locate the blue Sort button at the top of the page list.
2. Click Sort to open the filter options.
3. Select your own name or any team member's name from the list.
4. The dashboard will update to show only that person's Quickpages.
5. To return to the full team view, click the X next to the active filter.

Step 3: Sort Messages by Team Member

The same filtering capability applies to messages, making it easy to review conversations between customers and a specific teammate.

1. Click on the Messages tab in your dashboard.
2. Locate the dropdown menu at the top of the messages list.
3. Use the dropdown to filter messages by yourself or a specific teammate.
4. This allows you to read the full conversation history between customers and any individual team member.

Step 4: Return to the Full Team View

Clearing the filter and returning to the full team view is just one click.

1. Click the X on the active filter to clear your selection and restore the default view showing all pages or messages across the team.