Searching Customer Correspondence Records

You can search customer correspondence records based on any of the following parameters:

• Contact method
• Subject
• Related transaction type
• Location of origination
• Date range
• Customer

To search customer correspondence records

1. On the Tools menu, select Correspondence > Search Correspondence.

   The Search Correspondence window appears.

2. Enter parameters to find the correspondence record you want.
3. Click Search.

   The search results appear.

4. Click the plus sign (+) to the left of a correspondence record to view the details.