Search and Filter – SMS-Magic Salesforce Documentation https://www.sms-magic.com/docs/salesforce Wed, 15 Dec 2021 11:04:58 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.11 Search Field https://www.sms-magic.com/docs/salesforce/knowledge-base/search-field/ Wed, 15 Dec 2021 11:02:09 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6974 The Search field allows users to search for a contact by name or a number. All conversations between the contacts that are added to your ‘Contacts’ and CRM can be searched using this ‘Search’ field.

inbox

Click on the search icon as highlighted in the above image. The following field will appear:

searchbyname

Here, users can search for a conversation by entering the contact number or name. Your search result will appear as follows:

searchresult

You can click on the contact to view/continue your conversations.

]]> Filter Field https://www.sms-magic.com/docs/salesforce/knowledge-base/filter-field/ Wed, 15 Dec 2021 11:04:57 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6976 The Filter field allows the user to apply filters to the message object. Different filters such as all, unread, not responded, open, closed, unknown number, case, contact, lead, etc. can be applied.

filters
]]>