Release Date
Overview
Who
All users communicating on line items
Why
Making line items more efficient, by allowing users to search for the information they are looking for in messages
Example
A user is looking for when a creative update was requested and searches for the word “creative” to find the message they are looking for easily
Walkthrough
Message searched allows users to search for text within line item messages and forward individual messages to streamline communication.
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
Not Included
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)
0 Comments