Skip to main content

Search Messages and Conversations

availability
Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

As a MaintainX® user, the information available to you within an organization depends on your role and permissions. As you use the web or mobile application, MaintainX stores information about your organization. Over time, this creates a detailed archive of data. The search tool helps you retrieve important information from that archive whenever you need it.

Search in the Messages Module​

This article explains how to search messages and conversations in MaintainX. The search tool identifies matches in message content, conversation names, and descriptions, and sorts results by relevance so you can quickly locate what you’re looking for.

To start a search in the Messaging module:

  1. From the sidebar, select Messages.

  2. Locate the search bar and select it. The search window will open.

    • (Optional) You can use a keyboard shortcut Cmd + K/ Ctrl + K to access the search bar.

  3. Enter what you are interested in searching for. Results appear as you type.

  4. Select the result you were looking for.

The selected result leads you to the specific message in the conversation that you were looking for.

Best Practices for Search in the Messages Module​

The search tool helps you quickly find the information you need. Here are some tips and best practices to help you get the most accurate results.

Keep Your Search Focused​

When possible, avoid using long, full-sentence searches. Instead, focus on two to five strong keywords that describe what you’re looking for. This approach helps improve the accuracy of your results.

Review and Refine​

If your results are too broad, refine your search by using a search filter, such as Messages, to help you narrow your search.

Use Keyboard Shortcuts​

Press Cmd + K/Ctrl + K on your computer keyboard to open Search. Use the up and down arrow keys to navigate results, and press Enter to open the selected result all without using your mouse.