11 Manage Messages

Use the messages dashboard to search for specific messages, determine if a message has been acknowledged by the recipients, send a message reminder, and view message details.

Topics

• Search for a Specific Message

• Sort the Messages List

• Send a Reminder Message

• View Message Details

Search for a Specific Message

Use the search function to locate a specific message that matches the search criteria you specify.

1. Click Menu , and then click Messages.
2. Click Filter .
3. Select one of these options in the first list:
   • Show All: Select this option to display all messages.
   • Acknowledged: Select this option to search for a message by its acknowledgement status.
   • Priority: Select this option to search for a message by its priority..
   • Sent: Select this option to search for a message sent on a specific date and time.
   • Sender: Select this option to search for a message sent by a specific sender.
   • Message: Select this option to search for a message that meets the criteria you specify.
4. Select one of these options in the second list:
   • is: Select this option to search for a message with a specific acknowledgement status or priority.
   • is not: Select this option to search for a message by excluding a specific acknowledgement status or priority.
   • before: Select this option to search for a message that was sent before a specific date and time.
   • after: Select this option to search for a message that was sent after a specific date and time.
   • starts with: Select this option to search for a message sender or message content that starts with specific letters or words.
   • matches: Select this option to search for a message sender or message content that matches specific letters or words.
   • does not match: Select this option to search for a message sender or message content by excluding specific letters or words.
5. Enter or select your search criteria in the second field and then press Enter.
6. (Optional) Click the Add () icon to add additional search criteria.
7. (Optional) Click the Remove () icon to remove additional search criteria.
8. (Optional) Click Clear Search to clear your search criteria.

Sort the Messages List

Sort the messages list to group messages by acknowledgement status, priority, sent date, sender, location, or by message content.

1. Click the Menu () icon, and then click Messages.
2. Click a pie chart segment, or right-click in a column, click Sort, and then select Sort Ascending or Sort Descending.

Send a Reminder Message

Send a message reminder when a project participant fails to acknowledge a message.

1. Click the Menu () icon, and then click Messages.
2. Select a message in the Messages list.
3. Click Send Reminder ().
4. Click Send.

View Message Details

View message details to view the message content, the date and time a message was sent, the last reminder date and time, acknowledgement status, and recipients. You can also send a message reminder from the message details screen.

1. Click the Menu () icon, and then click Messages.
2. Select a message in the Messages list.
3. Click View ().
4. (Optional) Click Send Reminder and then Send to send a message reminder to the message recipients.
5. Click Back to return to the messages list.