Feed filters make it easy for support reps to see all updates of one type, such as all
call logs or all email messages, when working with cases in Case Feed. By using filters, support
reps can find the information they need more quickly, without having to browse through each case
event.
Choosing only All Updates automatically shows all events on a case
and hides the list of individual feed filters. Use this option if you want support reps to
see the complete history of a case.
Choosing only one type of feed filter automatically shows only case events of that type
and hides the list of individual feed filters. For example, if you select only All
Emails, the feed for each case shows the email messages related to the case but
not case notes, portal replies, or other activities. This option is useful for support reps
who provide support primarily by one channel—phone, email, or portal—and who need to see
case events only for that channel.
Choosing more than one type of feed filter shows a list of available filters in the left
sidebar of the Case Feed page or above the feed in the center of the page, with the first
filter selected by default. For example, if you make the All Emails,
Status Changes, and Portal Answers filters
available, the feed for each case shows, by default, the email messages related to the case;
users can click the other filters to see other types of case events. Use this option if your
support reps tend to provide support in one channel but also need to be able to see other
types of case updates.
In addition, administrators can specify how and where the list of feed filters
appears:
As a fixed list in the left column.
As a floating list in the left column. With this option, the feed filters list remains
visible as users scroll down the page. This option can be useful with long feeds, as it lets
support reps quickly filter case activities from anywhere on the page, without having to
scroll to the top.
As a dropdown list in the center column.
As in-line links in the compact feed view. This option is available only for compact
feed view.
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