People Details: Messages

Search

The search feature allows you to search for a specified text string anywhere within the Message label.

1. Optionally, in the search field, enter the desired text string.

2. Optionally, use the two date fields to define a range for "created date."

3. Optionally, from the "Activity" drop-down menu, select a Message activity (or "Any Activity").  

4. Press Enter, or click the search button (magnifying glass icon).

5. The Messages tab is refreshed to show only the Messages that meet your search criteria. Please note that if you enter multiple search conditions, the platform displays only the Messages that meet ALL criteria.

6. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Messages on a variety of different fields. To sort the list of Messages, select the desired sort option from this menu.

• Created Date (the default option)

• Updated Date

To resend a Message to this consumer:

1. Next to the desired Message, click resend. A confirmation dialog box is displayed.

2. Click confirm.