Using the Search Bar

Search Messages, Names, Tags, Notes and ID's

Step 1: Write a word in the search bar and press Enter. 

RelationDesk will show you:

  • Message text: Messages that contain that word
  • Customer's name: Messages that from customers with that word in their name
  • Notes: Messages with that word in their Notes field
  • Tags: Messages with that word in their Notes field
  • Message ID's: Messages with that Message ID
  • Customer ID's: Messages from customers with that Customer ID


Obs: You can customize the Date Range to exclude results not relevant