How to Filter SMS by Portfolio
Click the message icon
On the right side of your Latchel dashboard click the message icon.
Find the Filter by Portfolio icon
From there you can see the Filter by Portfolio icon which is the first icon on the top right.
Choose portfolios and click Arrow Back
Once you’ve clicked the Filter by Portfolio, it will give you the option of choosing certain Portfolios that you would only want to see the SMS, then click the Arrow Back and see the related to the portfolio that you have selected.
NOTE: The Message Unrelated to a Portfolio option is for incoming SMS where the system was unable to designate a work order tag, or it’s from a phone number that has not been verified within the Latchel system.