Locate conversations by name or email address

A Super Compliance Officer (SCO)/Compliance Officer (CO) can search for specific conversations by name or email address by following the steps below:

1. In Symphony, select the Settings icon (Figure 1):


Figure 1 Settings

2. Select Admin Portal.

Note: This option is only available if you're a designated Administrator with Admin Portal access.

3. Select Begin Session.

Note: Session Objective and Comments are optional fields and are not required to access the Admin Portal.

4. Select All Conversations under Compliance (Figure 2):


Figure 2 All Conversations

5. Navigate to Search Messages, enter the name or email address and select the date range to query (Figure 4):


Figure 4 Search messages

6. Select Apply.

7. A list of conversations associated with the name or email address specified will be returned.