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How do I create/edit my Extension settings using Views?

The Extension tab chooses which emails appear in Important emails in the timetoreply Extension, and which reply time goals it tracks. Both goals are in business hours. Extension settings are set up with Views, so the Extension uses the filters you saved.

Important emails only appears once Priority emails is turned on in Extension setup. See My extension is not showing important emails.

Alerts in the Extension are set up separately. See How do I create/edit an alert using Views?

You need permission to manage scheduled reports before Save View and Load View appear.

  1. Open the report you want to use, and set Show report for, When communicating with and any Filters.
  2. Click Save View and give your view a name.
  3. Under Use this View for, tick Extension.
  4. On the Extension tab, choose:
    • Overall response time goal: in business hours.
    • First response time goal: in business hours.
  5. Click Save.

To change the filters:

  1. Click Load View, choose the view, then click Load.
  2. Change the filters.
  3. Click Update View, then Save.

To change the Extension settings:

  1. Click Load View, choose the view, then click Load.
  2. Click Update View.
  3. Open the Extension tab, make your changes, then click Save.