Create a Portlet Showing Incoming Messages

A. Create a Message saved search for Incoming messages and add it to a portlet for as follows:

1. Navigate to Reports > New Search
2. Click Messages
3. Enter a Search Title
4. Under Criteria tab > add the following:
   • Is Incoming = Yes
5. Under Results tab, add all necessary fields
6. Sort by = Date
7. Click Save

B. Add the Saved search to the portlet

1. Navigate to Home dashboard
2. Click on Personalize Dashboard link (Top right hand corner or from the Settings portlet)
3. Click on Custom Search portlet
4. Select Setup from the menu on the portlet
5. Select the custom transaction saved search from Step A in the Search drop-down field
6. Click Save