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Message Search

Message Search


Release Date Feb 25, 2025

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

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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

 

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