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 easily find the message they are looking for
Walkthrough
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)
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