Bailment Communication Browse

Bailment Communication Browse

Purpose

The Browse allows for all Bailment Communications to be searched and can be filtered by:
  1. Communication Type
  2. Staff 
  3. Next Action Date(s)
  4. Bailment Dealer and/or Account
Communications may then be edited or the related Bailment Dealer or Account accessed from the Browse.

Communications may not be added from the Communications Browse. To add a new communication the associated Bailment Dealer Communications Tab should be accessed.

Dispatch Centre (where licenced) functionality is also available from the Browse.

Access

  1. View | Communication Browse
  2. View | Bailment Dealers | Communications Tab

Search Criteria


Browse Specific Search Criteria

Field
Explanation
Bailment Account
Searches for Communications created on the specified Bailment Account
Bailment Dealer
Searches for all Communications created for the specified Bailment Dealer and their associated Accounts
Description
Searches the Communication Description field
Next Action Date
Searches for Communications with a Next Action Date of the entered date or earlier

Browse Specific Function Buttons

[Button]Explanation

Opens the selected Communication Details

Will open the Send Pending Messages process so that Communications with a status of ‘Ready to Send’ may be dispatched (emailed)

Changes the selected message from a dispatch status of draft to ‘Ready to Send’ so the email can be sent

Opens the associated Distributor, Bailment Dealer or Bailment Account



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