Formatting Messages and Notes

You can format text when composing a new message or Directory Notes. Formatting text options display when text is highlighted.

Format Messages

To format messages and notes:

1. Go to Main Menu [] > Line Items.

2. Select a line item.

3. Select Messages.

4. Select Compose.

5. (Optional) Enter a subject line.

6. Enter your message.

7. Highlight any text you want to format.

8. Select a formatting option. The formatting continues as you type.

   

Remove Formatting from Messages

To remove the formatting:

1. Highlight any text you want to format.

2. Clear your selection by selecting a formatting option that is highlighted in gold. The formatting doesn't continue as you type.

Keyboard Shortcuts

You can also use the following keyboard shortcuts to format your text:

Keyboard Shortcuts	Description
Bold PC: Ctrl-B Mac: Cmd-B	Bolds the highlighted text
Italicize PC: Ctrl-I Mac: Cmd-I	Italicizes the highlighted text
Underline PC: Ctrl-U Mac: Cmd-U	Underlines the highlighted text
Undo PC: Ctrl-Z Mac: Cmd-Z Click return (enter) on your keyboard to stop the numbered and bullet list.	Removes the formatting Removes the last entered text
Numbered list Enter the number one and a period (1.) and a space	Creates a numbered list before the text Press Return to continue numbering the list
Bullet list Enter an asterisk (*) and a space	Creates a bulleted list before the text Select Return to continue adding bullets Select Tab to indent sub-bullets
@ Mentions Select Shift + @, then select a contact from the provided list.	Use @ mentions to tag collaborators in a message.

Using Subject Lines

Use subject lines in messages to help manage messages across multiple campaigns. Subject lines are optional.

To add a subject line, compose a new message, select the Subject field, then begin typing.

The Subject field is limited to 60 characters max.

The subject line appears at the top of the message in the message center.

Group by Thread

Quickly navigate conversations by grouping all message replies into threads. Groups are based on replies to an initial parent message and are sorted by threads with the most recent message activity first.

Only messages created by selecting Reply will be grouped within a thread.

Messages without a subject will show (No Subject) in the thread header. You can assign one by editing the parent message's subject.

To group messages by thread:

1. Go to Main Menu [] > Campaigns.

2. Select the campaign.

3. In the upper right corner, select Messages to open the message center.

4. Select Group by thread in the message header.

   • Select it again to return messages to the default view.