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Release Date

Overview

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Who

All users communicating on line items

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Why

Making line items more efficient, by allowing users to search for the information they are looking for in messages

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Example

A user is looking for when a creative update was requested and searches for the word “creative” to easily find the message they are looking for easily

Walkthrough

2025-02-03 10.04.11.gifImage Added

Message searched allows users to search for text within line item messages and forward individual messages to streamline communication.

Tip

  • Message search is available to all user types

  • Users can search for letters, numbers, and most symbols

  • After users search for text, they can click on a message and be taken to that message

  • They can hover over a message (even without searching for it) to see a forwarding icon, to “forward” that message

    • It will display as blocked text in the message text box

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Not Included

Warning

  • Showing the number of messages in the search

  • Keyboard commands to tab through options (similar to ctrl + f)

  • Search for an attachment name

  • Forward a note

Helpful Links

Include any helpful links that internal users may want to read. Below are some examples:

  • Feature Doc

  • How to use Documentation

    • Help Center

  • Pendo Features

  • Tableau Reporting

  • Goal Tracking (if applicable)