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 .

reminder

To find all conversations with “reminder” and “haircut” in them:

reminder haircut

To find all conversations with the phrase “haircut reminder” in them:

"haircut reminder"

Default Fields

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

Negative Search

To find all conversations that do not contain the word haircut in them:

-haircut

or

!haircut

Field Search

You can search a specific field by specifying the field first. For example, to search for conversation with someone named “fred”:

to:fred

To find all conversations with the word “haircut” in the subject:

subject:haircut

If you want to find all conversations whose subject is exactly “Haircut with Fred”, do:

subject="Haircut with Fred"

The : and = in the above examples are called search “operators”. The following operators are available:

Operator Data Types Notes
: 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

Special Values

Use the special keyword “empty” to search for fields that are empty. For example you can search:

subject != empty

or

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.

at:2018-03-02

Boolean Logic

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

Conversation Fields

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.

Field Type Description Notes
confirmed boolean If the recipient confirmed during the conversation confirmed:true would show you all the conversations that confirmed
cancelled boolean If the recipient cancelled during the conversation cancelled:true would show you all the conversations that cancelled
needs_reschedule boolean If the recipient requested a rescheduling during the conversation needs_reschedule:true would show you all the conversations that requested reschedule
accepted boolean If the recipient accepted a booking message during the conversation accepted:true would show you all the conversations that accepted
declined boolean If the recipient declined a booking message during the conversation accepted:true would show you all the conversations that declined
incoming boolean If the conversation has an incoming message incoming:true would show you all the conversations that are incoming
outgoing boolean If the conversation has an outgoing message outgoing:true would show you all the conversations that are outgoing
auto boolean If the conversation has a message was sent automatically auto:true
archived boolean If the conversation has been archived archived:true would show you all the conversations that are archived
send_failed boolean If the conversation has a message that failed to send send_failed:true would show you all the conversations that has a message that didn’t go out
delivery_failed boolean If the conversation has a message that failed to be delivered delivery_failed:true would show you all the conversations that has a message that went out but was not delivered
conversation_started datetime When the conversation began conversation_started > yesterday all conversations that were started since yesterday
comm_type string The type of conversation “sms”, “email”, or “call” comm_type:sms all sms conversations. You can also use the fields “sms”, “text”, “email”, “call”, “voice”. e.g. sms:true or voice:true

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