Search Options

• Customer—To open the Search window and find the customer for whom you want to find correspondence, click the Ellipsis button.
  To clear the customer identification number, click Clear.
• Template—Click the template used to create the correspondence you want to find, such as Generic Memo, Customer Check Return, and so on.
• Transaction Type—Click the kind of transaction the correspondence was about, such as Accident Detail, Add/Release SI, and so on.
• Subject—Enter the topic line from the correspondence you want to find. All correspondence with a topic line beginning with the value you enter and matching the other search parameters appears in the search results.
• Location—Click the site from which the correspondence originated.
• From Date—Enter the first date in the range you want to search.
• To Date—Enter the last date in the range you want to search.
• Sent & Received—Select to find both sent and received correspondence.
• Sent Only—Select to find correspondence sent only.
• Received Only—Select to find correspondence received only.

Search Results

The following information about the corresponding correspondence displays after you click Search.

• Sent—Displays a check mark if the correspondence was sent. If you click the plus sign, the window displays who the correspondence was sent to.
• Received—Displays a check mark if the correspondence was received.
• Template—Displays the template on which the correspondence was based.
• Subject—Displays the topic of each piece of correspondence that meets the parameters you entered.
• Created Date—Displays the date each piece of correspondence was created.
• Received By—Displays the agent who created or received the correspondence.
• Transaction Type—Displays the kind of transaction.
• Comment—Click the drop-down arrow to open the comment text field to read, edit, or add a comment. If you want to save changes to the comment, click OK. To close the comment without saving changes, click Cancel.
• Received Date—Displays the date returned correspondence was received and scanned into the system.
• View Image—Click to view an image of the correspondence, if available.

Search

Click to search based on the parameters you entered.

Reset

Click to clear the search parameters.

Cancel

Click to close the window.