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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.

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  • 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).

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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. 

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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

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.

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.

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.

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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