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Getting StartedHome → Users Manual → Filters → Filter Views: Grid and Stream
6.14. Filter Views: Grid and Stream
Updated: 3 Sep 2026, 09:20 PM EDT
Every filter has a Default Filter View, set on the Options tab. It offers five views:
| View | What it shows |
|---|---|
| Grid | The standard table, with your configured columns. Best for scanning volume and for batch actions. |
| Stream: Staff Only | Public staff replies only. |
| Stream: Staff Only w/ Private | All staff notes, public and private. Customer messages are not included. |
| Stream: Customers Only | Public customer messages only. |
| Stream: Customers and Staff | Public messages from both sides. Private notes are not included. |
Grid
Stream: Staff Only
Stream: Staff Only w/ Private
Stream: Customers Only
Stream: Customers and Staff
The two names most often picked wrongly are the last two. If you want to see everything a staff member has written, including internal notes, that is Staff Only w/ Private — "Customers and Staff" sounds broader but is public-only.
Stream views ignore display columns entirely; they render request history entries, not table rows. They load 20 items at a time with a Load More button, and refresh roughly every 20 seconds — near-live, not instant.
"Default" is the operative word: any filter can be opened as a stream from the Stream link above the grid without changing what it is saved as, and the stream page has its own selector for switching between the four stream types on the fly. Stream is available for saved filters and for the Inbox and My Queue.