Where can I find a record of the Direct Messages I have sent?

Viewing Sent Direct Messages

All Direct Messages sent to a client are saved under the Messages tab on their Client Summary:



In this tab, you can view:

The date the message was sent
The recipient’s details
Any attached document (linked under the 'Related' column)

To see the full message details, including whether the recipient has read it, simply click on the date of the message.

Filtering for Direct Messages

To quickly find Direct Messages:

Use the filters at the top of the Messages tab

Set the 'Type' dropdown to Direct Message

Click Update

This will display only your sent Direct Messages for easier reference.

Updated on: 23/05/2025