Where can I find a record of the Direct Messages I have sent?
Any Direct Messages sent will be saved to the Messages tab of the Client Summary:
Here you will see:
The date the message was sent
Who it was sent to
If any documents were attached (under Related)
By clicking on the date, you'll be able to see what was sent and whether or not the content of the direct message has been read. You'll also be able to use the filters at the top of the Messages tab to find sent direct messages. Just set the Type dropdown to Direct Message and click on Update.
Here you will see:
The date the message was sent
Who it was sent to
If any documents were attached (under Related)
By clicking on the date, you'll be able to see what was sent and whether or not the content of the direct message has been read. You'll also be able to use the filters at the top of the Messages tab to find sent direct messages. Just set the Type dropdown to Direct Message and click on Update.
Updated on: 20/06/2022
Thank you!