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Searching by Communication History
Searching by Communication History
Updated over a month ago

To begin your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)

Module and Status, Communication and Group Filters select status(es) and option(s) to include.

Click the [Add Search Criteria] button.

Searching by Email Message Records Search

  1. Search Type: Select “Email Message Records Search” from the dropdown list

  2. Select the desired Match Type:

    • Has email

    • Has an email with a subject that contains (Enter the desired text to include in your search)

    • Has an email with a subject that starts with (Enter the desired text to include in your search)

    • Has an email with a subject that is equal to (Enter the desired text to include in your search)

    • Does not have email

    • Does not have an email with a subject that contains (Enter the desired text to include in your search)

    • Does not have an email with a subject that starts with (Enter the desired text to include in your search)

    • Does not have an email with a subject that is equal to (Enter the desired text to include in your search)

  3. Optional: Enter a date to search for Emails sent On or After or On or Before a specific date. If you enter a date for both, you can search for emails sent within a date range.

    • You can either search by entering exact dates or by using dynamic dates

  4. If your organization is part of an enterprise, you’ll may also have these options to:

    • Include email message records from the enterprise in this search

    • Include email message records from other organizations in the enterprise in this search

  5. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search.

Searching by Note Log Entries

  1. Search Type: Select “Note Log Entries” from the dropdown list

  2. Select the desired Match Type:

    1. Does not have any note log entries

    2. Has at least one note log entry

    3. Has a note log entry that contains (Enter the desired text to include in your search)

    4. Does not have note log entries that contain (Enter the desired text to include in your search)

  3. Optional: Enter a date to search for Note Log Entries made On or After or On or Before a specific date. If you enter a date for both, you can search for emails sent within a date range.

    1. You can either search by entering exact dates or by using dynamic dates

  4. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

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