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:
1. Click on the Accounts page on the left-hand side of the screen.
2. Use the search bar at the top of the list to search for a specific Account.
3. Click on the Account.
4. Click the Messages tab.
Note: Messages are only found under the Account when the account is tied to the message thread.
To see Messages tied to a Contact (Recipient):
1. Click on the Contacts page on the left-hand side of the screen.
2. Use the search bar at the top of the list to search for a specific Contact.
3. Click into a Contact.
4. Click the Messages tab.
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