Find conversations
- Filter by Status (Open, Pending, Resolved, Closed), Assignee (Anyone, Assigned to me, Unassigned) and Tag.
- Search conversations matches subject and message text. Characters such as
%and_are matched literally. - The list is ordered by latest activity. Use Previous page and Next page to move.
Reply or take a note
- Reply sends an outgoing message on the timeline. With the email channel connected, it is also emailed to the contact and shows Queued, Sent or Delivery failed (with Retry delivery).
- Private note is visible only to your team.
- Messages support Markdown.
- Attachments appear under their message with name and size. Select a file name to download it. Files always download; they are never opened inside CollieDesk.
Change the conversation (details pane)
- Status: every status can be changed back, for example Resolved → Open to reopen.
- Priority: Low, Normal, High, Urgent.
- Assignee: assign to a teammate or set back to unassigned.
- Tags: see Tags.
This page is rendered from the repository. Spot a mistake? Open an issue or a pull request.