Train your teammates
Add users from different domains
How to install Gmelius
How To Install Gmelius across a Google Workspace domain
Is Gmelius available on mobile?
Switching to Gmelius
How to create a shared inbox
How to create a shared inbox for a primary email address
How to create a shared inbox for an alias
How to create a shared inbox for a Google Group
Understanding shared inboxes
How to manage emails in your shared inbox
Troubleshooting a Shared Inbox created from a Google Group
Manage users of a workspace
How to send emails and reply from a shared email address
How to stop sharing an email conversation?
How to rename a shared inbox
How to create an email alias
How to consolidate multiple email addresses into one shared inbox
Prevent forwarded emails from being shared
How to manage your shared inbox with the Board View
How to create a board
How to add and use task cards
How to add an email to a board
Manage your boards
How to create a board of your inbox
How to add attachments in boards
How to use automations with Boards
How to delete a board
Shared Gmail Labels
How to share Gmail labels
How to edit your shared labels
How to manage and apply shared Gmail labels
How to filter emails in shared label by assignments or status
Prioritise a shared label
Notes and @mentions
How to create and use tags
Understanding the difference between a shared inbox and a shared Gmail label
How to use workspaces?
How to create and use custom views
How to share a draft in Gmail?
How to avoid double replies
How to use shared conversation permalinks?
Emails are not arriving in the shared inbox
How to be notified of assigned emails?
How to view the full history of a shared email conversation?
How to use the multiple inbox view
How to use Gmelius advanced search
Pin the "Mine (all)" in your inbox
Rules and SLAs
Understanding Gmelius Rules
How to create a rule
How to see emails both in a workspace and in your regular inbox
How to set-up an autoresponder
How to create alerts for shared inboxes (SLA)
How to automatically assign emails (including round robin and load balancer)
How to add and use business hours
How to create and share email templates
How to create and use email snippets
How to use a template in Gmail
How to insert images in a template
How to add attachments to a template
How to add smart variables to a template
How to manage your email templates
How to create a meeting
How to schedule meetings from your inbox
How to share and edit meetings
How to connect your Zoom account to Gmelius Meetings
How to create a sequence
How to add contacts to a sequence
How to remove a contact from a sequence
How to share a sequence
How to edit an active sequence
How to pause a sequence during the weekend
How to unthread emails in a sequence
How to create and edit campaigns
How many emails can I send each day with campaigns?
Understanding the difference between a single-stage and a multi-stage campaign?
How to add an unsubscribe link
Why my campaign is not sent to all contacts?
How to stop a multi-stage campaign?
How to export my Google contacts to a CSV file
Understanding the analytics of your campaign
How to set up a campaign with SMTP
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
I get an open notification when checking my sent emails
Email tracking is not working
Possible reasons behind a large number of opens on my tracked emails
CRM Integration (Bcc rules)
Account & Billing
How to add and manage users
Gmelius roles and permissions
How to transfer a Gmelius subscription to another account
How to cancel your subscription
How to uninstall Gmelius
How to permanently delete your Gmelius account
Custom roles and permissions
Difference between my legacy plan and the current ones
How to update my billing details
Accepted forms of payment
Do you offer any discounts or coupons?
How to upgrade to a paid plan
FAQ & Quick Fixes
Gmelius is not loading
How to clear my local storage
Activation window keeps popping up
My signature is not updated on my templates
How to fix the Err_Connection_Reset error
Troubleshooting a Shared Inbox
Workspaces created before April 2021
How to know if my issue is related to a conflict or not?
Gmail is slow
User showing as inactive
Legal & Policies
Why is authentication required?
Is Gmelius HIPAA compliant?
Gmelius SLAs and System Requirements
Feature Deprecation Process & Policies
Google Advanced Protection
Is Gmelius GDPR compliant?
What happens at the end of my trial?
How to contact support?
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
In this page
Updated by Gmelius
Custom views are currently in Beta. Do you have any feedback? Let us know.
Views in shared inboxes
Each shared inbox allows you to have various views to help you quickly locate emails based on different filter conditions. There are 2 types of views: default and custom.
Each shared inbox contains 5 default views: Unassigned, Mine, Assigned, Pending, and Closed. When you create a board view for your shared inbox, it will also appear as a view under the shared inbox folder on the left of your inbox.
Along with the default views, you can create custom views based on the conditions of your choosing.
What is a custom view?
Gmelius custom views allow you to save unique combinations of filters and easily access them from the left side panel of your inbox. For example, you may want to create a view to filter conversations assigned to a specific teammate or conversations nearing an SLA breach, monitor specific projects or clients, sort conversations with specific tags, and more.
Who can create and use custom views?
Any user on the Growth, Pro, and Enterprise (legacy) plans can create custom views.
For what custom views can be created?
You can create a custom view for:
- Any shared inbox you are part of
- All shared conversations folder
How to create a custom view
Custom views can be created directly from your Gmail inbox.
- Decide for which shared inbox (or "All shared conversations" folder) you'd like to create a custom view, and
- Hover over the shared inbox and under the 3-dot icon click Create custom view
- Access the shared inbox and on the toolbar at the top click Create custom view
- Enter a view name
- Select filter(s)
- Click Create
List of filters
Filters allow you to set up a criterion or multiple of them that must be respected to filter email conversations.
List of filters includes:
- Assignee is any of, or is not any of specific teammate(s), nobody (Unassigned), or all teammates
- Status is any of Open, Pending, or Closed
- Tag is any of, is not any of, is all of, or is not all of tag(s) that are part of the selected shared inbox (or "All shared conversations" folder)
- Sender, Recipient, Cc, Bcc email address(es) is, is not, contains, doesn't contain, starts with, or ends with text requirements in the selected field
- Email subject contains, doesn't contain with text requirements in the conversations' subject line
- Date is last 7 days, last 30 days, last month, or a custom range
Filters - AND & OR logic
Gmelius allows you to determine your custom view with multiple filters, using AND or OR logic.
- To filter conversations that meet all criteria within a set of filters, use AND logic.
- To identify conversations that meet at least one criterion within a set of filters, use OR logic.
How to access a custom view
Once a custom view is created, it will be visible as a sub-folder inside your Shared inbox or "All shared conversations" on the left sidebar.
How to edit a custom view
There are 2 ways to edit an existing custom view.
- Hover over a custom view and under the 3-dot icon click Edit view
- Access a custom view and on the toolbar at the top click Edit custom view
Once the editor is open, edit filter(s) and save the view.
You can also duplicate and delete a custom view.
How to organize views
All views, both the default and custom ones, can be re-ordered. To change a position of a view:
- Hover over the view on the side panel
- Under the 3-dot icon click Move up or Move down
Gmelius advanced search
If you'd like to search for conversations across multiple workspaces or to apply more advanced filters, you can use Gmelius advanced search. Learn more here.