Communication Browse

Communication Browse

Purpose

To provide a list of Communication(s) that match the specified search criteria

Access

  1. Communications | Edit/View Communications
  2.  Quick Access Button
  3.  from Client Details, Quote Details and Account Details
  4.  via  dialog

Search Criteria



When accessed from the Client Details, the Client field will be prefilled

When accessed from the Account Details, the Client field and the Account number field will be prefilled

When accessed from a Quote, the Account Quote field will be prefilled

Browse Specific Search Criteria

Field
Explanation
Description
Searches the Communication Description Field
Next Action Date
Searches the Communications with a Next Action Date of the entered date or earlier
Replacement Field Name
Searches for Communications that contain the specified Communication Replacement Field
Replacement Field Value

Searches the Communications Replacement Fields for the specified value

This is used in conjunction with the Replacement Field Name

Not Printed
If this box is checked on, the only Communications have not been printed will display

Unprinted Communications are those without a Print Date 
Not Completed
If this box is checked on, the only Communications that do not have a Completed Date will be displayed
Priority
Returns Communications with the selected priority

The Communication Priority is specified on the individual communication once it has been created
Dispatch Status
Filters the Communications by the selected Dispatch Status

Dispatch Centre Only

Browse Specific Function Buttons

[Button]Explanation

The selected Communication will be printed

Once printed, the print date on the Communication will be updated

All Communications displayed in the grid will be printed

Communications are printed in ascending order - the last Communication on the list will be printed first. This list can be re-ordered by clicking on the required results grid header.

Once printed, the print date on the Communication will be updated

Opens as read-only using the underlying document type E.g. Word, Excel, PDF

Note: Memo Communication Types cannot be opened using 

Prints a summary report of the Communications displayed in the browse

Changes the status of any 'Draft' Communications to 'Ready to Send'

Dispatch Centre Only

Opens the Send Pending Messages wizard to email communications with a status of 'Ready to Send'

Dispatch Centre Only

Disregard








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