How to Search for a Message
Messages in the Inbox contain threads you are part of.
Messages under the Account or Contact contain threads anyone in the firm is part of.
Searching:
Use the search bar at the top to search for a specific message.
You can simply search a keyword like "W-2".
Contact Us
Related Articles
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...Message Transparency
Message Transparency provides a FirmView of all messages sent and received throughout the firm. This allows you to read any message on the Account and Contact level that is tied to a specific account or contact. To see Messages tied to an Account: ...Archiving Messages on Mobile App
Note: Only Messages in your Inbox can be archived. Tap on the Inbox tab. Tap on the Message that needs to be archived. Tap on the Archive icon in the upper-right corner of the screen.How to Archive a Message
Note: Only Messages in your Inbox can be archived. Click on the Inbox page on the left side of the screen. Click into the Message. Click the Archive icon. The message will now be stored in the Archived tab of you Inbox. Related article: How to Bulk ...Inbox Overview
On the home page, the Inbox section displays the most recent messages from your firm. To create a message from here, click +Add New in the upper-left corner, then click Message. Click See All Inbox Messages to display all messages, or click the Inbox ...