Communication Type Browse

Communication Type Browse

Purpose

To provide a list of Communication Types that match the specified search criteria

Access

  1. Communications | Edit/View Communication Types
  2.  Quick Access Button | [F2] in Communication Type Field
  3.  from Client Details, Quote Details, and Account Details | [F2] in Communication Type Field
  4.  via the  dialog | [F2] in Communication Type Field

Search Criteria


Browse Specific Search Criteria

Field
Explanation
Dispatch Method

Used to search by Communication Types that contain a field called "Dispatch Method"

This may be set to:
  1. All - will display all Dispatch Methods
  2. Print - will display all Communications of this type that are set to always be printed, regardless of the Client Contact Point Setups
  3. Recipient Pref - will display all Communications of this type that can be emailed or printed
Format Type

Used to search by Communication Type Format

This may be set to:
  1. Address Change - will display address change communication type
  2. All - will display all communication types
  3. External Communication - will display communication types that have a Master Communication and or copy communication linked to them
  4. Memo - will display all memo communication types







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