The Inbox/Outbox tab allows you to search for conversations.
Full Text Search
By default, Apptoto will perform a “full text search” on the messages in your conversations.
For example, to find all conversations with “reminder” in them… enter the following into the search box and hit .
To find all conversations with “reminder” and “haircut” in them:
To find all conversations with the phrase “haircut reminder” in them:
The fields that are searched by default are the following:
- The “To” field including the name, email and phone
- The content of the message
- The subject of the message
To find all conversations that do not contain the word haircut in them:
You can search a specific field by specifying the field first. For example, to search for conversation with someone named “fred”:
To find all conversations with the word “haircut” in the subject:
If you want to find all conversations whose subject is exactly “Haircut with Fred”, do:
subject="Haircut with Fred"
= in the above examples are called search “operators”. The following operators are available:
|text, date, number||For text fields, this operator performs a “full text search”. For Date fields, it searches the entire day specified. For other fields, it does an exact match|
|=||text, date, number, boolean||Does an exact match. You can use “*” as a wildcard for text fields|
|!=||text, date, number, boolean||Not Equal|
|>||date, number||Greater than.|
|>=||date, number||Greater than or equal|
|<||date, number||Less than|
|<||date, number||Less than or equal|
Use the special keyword “empty” to search for fields that are empty. For example you can search:
subject != empty
subject = empty
Special Date Phrases
For date fields, you can use special phrases for “today”, “tomorrow”, and “yesterday”.
If you want to find all appointments on today:
at = today
If you want to find all the conversations since last week:
at >= "1 week ago"
Other dates can be specified in human readable format. e.g.
at > "January 20th, 2018" and at < "January 30th, 2018"
Would find all the conversations with messages was between “January 20th, 2018” and “January 30th, 2018”. You could also use “2018-01-20” and “2018-01-30” for that as well.
If you want to find all the conversations with messages on one specific day, you can use the “:” operator. For example, the following would find all the appointments on March 2nd, 2018.
By default, all terms are searched assuming an AND query. For example, “Fred Smith” looks for all conversations containing both “Fred” AND “Smith”.
To find all conversations with “fred” OR “smith”:
fred or smith
The “or” operator takes precedence. For example the following would find all conversations who have “fred” in them or all conversations with both “smith” and “bob in them:
fred or smith and bob
So that is equivalent to:
fred or (smith and bob)
If you want to change how the query is evaluated, you can move the parenthesis. For example, to find all conversations that have “bob” in them and either “fred” or “smith”, do:
(fred or smith) and bob
Of course, you can use field specific queries with boolean logic as well. For example
(subject:haircut or subject:coloring) and nancy
Besides the default fields specified above and the “custom” fields… Apptoto also provides some interesting default fields that you can use to customize your searches. Here are some of those fields and example uses.
|confirmed||boolean||If the recipient confirmed during the conversation|
|cancelled||boolean||If the recipient cancelled during the conversation|
|needs_reschedule||boolean||If the recipient requested a rescheduling during the conversation|
|accepted||boolean||If the recipient accepted a booking message during the conversation|
|declined||boolean||If the recipient declined a booking message during the conversation|
|incoming||boolean||If the conversation has an incoming message|
|outgoing||boolean||If the conversation has an outgoing message|
|auto||boolean||If the conversation has a message was sent automatically|
|archived||boolean||If the conversation has been archived|
|send_failed||boolean||If the conversation has a message that failed to send|
|delivery_failed||boolean||If the conversation has a message that failed to be delivered|
|conversation_started||datetime||When the conversation began|
|comm_type||string||The type of conversation “sms”, “email”, or “call”|