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How to Refine Search Results

Jelena Popovic
Jelena Popovic
  • Updated

If you're a user with the permission to perform Simple and Advanced Searches, you'll be able to refine your search results by clicking the Filters drop-down (located on the right-hand side from all the bulk actions).

You will then get several options for refining the results (Note that the relation between the selected filters will be AND, whereas the relation within a single filter is OR):

  • Sender – you'll get a drop-down listing different Senders (from email address) if there are more than one.

Jatheon Cloud Filters drop-down with the Sender filter

  • Dates – you'll get a drop-down listing only the years and months containing at least one search result. Please note that you can select only one option (the entire year or one month).

Jatheon Cloud Dates filter listing years and months with results

  • Message Size – you'll get a drop-down listing only the options for Message Size according to your Search Results (e.g. if there are no emails that meet the 5-25MB size criterion, that option will not be presented dropdown). You will be able to select multiple options.

Jatheon Cloud Message Size filter options

  • Email Direction – you'll get three options – Internal, Incoming and Outgoing, if there are any emails that meet any of these criteria. You will only be able to select one of these options.

    Please also note that the Email Direction filter can only filter out emails processed after Mar 7, 2022, when this feature was introduced.

Jatheon Cloud Email Direction filter with Internal, Incoming and Outgoing

  • Tags – displaying all the tags that the listed search results contain. There will be an OR relation between the selected tags since you can select more than one tag.

Jatheon Cloud Tags filter listing the tags in the search results

  • Attachments – listing all the attachment types that the search results contain. You will be able to select only one of these types.

    If the emails in the search results do not contain one of the possible attachment types, that attachment type will not be presented in the dropdown list.

Jatheon Cloud Attachments filter listing attachment types

  • Attachments Number – displays the number of the attachments according to the presented Search Results. If no emails contain attachments, only the 0 Attachments option will be presented.

    You will be able to select multiple options.

Jatheon Cloud Attachments Number filter options

  • Has Notes –  The switch can be used to filter out all the results that contain at least one note.

When at least one filter is selected, the drop-down will present the number of selected single filters. 

Jatheon Cloud Filters drop-down showing the number of selected filters

Also, as soon as one filter is selected, the Reset Filters link will appear on the left to allow you to quickly reset all the selected filters at once. 

Another important part of the Refine Search section is Subsearch, where you can choose the specific search fields you want the query to run against:

  • Senders

  • Recipients

  • Subject

  • Body

  • Attachments

Jatheon Cloud Subsearch fields: Senders, Recipients, Subject, Body and Attachments

By default, all fields are selected. Next to them is a Search input where you can enter a subsearch term. As soon as you stop typing, the search is triggered and the results are refined to a subset of the initial search results.

Jatheon Cloud Subsearch input refining the search results

You can reset the subsearch term by clicking the × icon, which restores the results to their state before the subsearch was applied.

There are also two AI-related dropdowns - AI Classifications and AI Sentiment.

Jatheon Cloud AI Classifications and AI Sentiment dropdowns

You can select which of the options you want to set to be shown in the results and which ones to be excluded. In case you set the switch Remove Junk to ON, all three options will be set to be excluded.

Jatheon Cloud AI dropdown with the Remove Junk switch

The Condition between the items set to be shown is OR, i.e. the emails containing at least one of them will be presented. 

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