Searching and Filtering Messages

To pull up a particular conversation thread or group of threads in your Custody X Change message center, you can search or you can filter. You can also use the two functions together.

Once you have your results, you can print a message report that includes them all.

Start by opening Custody X Change and clicking the "messages" tab. (On small screens, hit "more" first.)


To search, simply type the word or phrase you're looking for into the bar at the top of your message center. (On small screens, first click the magnifying glass to pull up the search bar.)

The app will check all of your threads and subject lines for a match.

Filtering (labels)

Filtering means you select a label to view all the threads it's attached to. You can choose one or more labels from the drop-down menu at the top of your message center. You can also filter for threads that have no label.

To label a thread, open it and click "add a private label" next to the subject line.

If you're introducing a new label, type a phrase that will help you group this thread with others like it. (Each parent's labels are hidden from the other parent, so they won't cause conflict or give away legal strategy.) When the full phrase appears with a check box, click that box.

If you're using an existing label, just select it from the list that appears. The search box above the list can help you find the one you're looking for.

To add additional labels to a thread, open the thread and click on its current label. In the box that appears, enter or select another label. Repeat until you have all the labels you need.

To remove a label from a thread, open the thread and click any of its labels. From the list that appears, uncheck the one you don't want anymore. Labels are deleted from the list of options when they're no longer attached to any threads.