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Advanced Lookup |
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To use the Advanced Lookup feature for the mail list:
Click on List at the Enter mail number to begin screen.
Select Advanced Lookup at the bottom of the pop-up screen.
If the Interface Setup screen appears, you may select OK or Cancel to continue. To adjust the settings, see Interface Setup under Mail Number.
Enter data in ANY field to start the search. The search will begin when you tab, enter or click in another field (unless Incremental Search has been turned on in Interface Setup). The fields are not case-sensitive.
Clear Fields - resets the fields to blank; all original entries are restored.
Sort Grid By... - click the arrow in the field to see the drop-down menu options.
Setup - see Interface Setup to change settings.
Click to highlight the entry you are wanting. Click OK to continue or Cancel to backup a screen.
If you click OK, the New Mail screen will pop up with the customer's information:
You may make corrections or changes to the customer's mail account, if needed. Click OK to proceed.
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