Conversations table, your own setup
The ⋯ menu adds filters and columns to your table, saved on your account; a link turns a filter on for that visit only.
27 Oct 2026 · branch gera/conversations-table-customize · captured against propflow-stage · at f36781807ca+local
Data note. Every name and balance below comes from propflow-stage, which is anonymized by construction (ADR-0097/0110 — phones in the impossible +1000 NPA, emails @example.test). The identical capture against prod would carry real tenants' names and balances and is not safe to attach anywhere, which is why the generator refuses to run against one.
1 · 1. What a new person sees
Search, Last 30 days, Topic and Channel are the defaults, with the five columns. The ⋯ at the right end of the filter bar is new. (Test database, All companies.)
Asserted in the captured DOM — Topic · Channel
Sections 2–5
2 · 2. The ⋯ menu
Every filter and column, ticked = on your table. Sent as, Person type, Handled by, Called, Inactive inquiries, Show people we messaged with no reply and Needs a look all live here now.
Asserted in the captured DOM — Sent as · Handled by · Person type · Called
3 · 3. Opened from a link: Forwarded to Property Team
A link that turns on a filter you don't have shows it as a temporary pill with a blue dashed outline. Clear it, or go back, and it's gone; your own setup is untouched.
Asserted in the captured DOM — Forwarded to Property Team
4 · 4. Sent as added, plus the Sent as column
Ticking Sent as puts its filter on the bar for good; ticking the Sent as column shows every kind of message each thread carried.
Asserted in the captured DOM — Sent as
5 · 5. Reset to default
Reset to default in the ⋯ menu puts your table back to Topic, Channel and Last 30 days.
Asserted in the captured DOM — Topic
