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.

 

         MailNoList

 

 

Select Advanced Lookup at the bottom of the pop-up screen.

 

         AdvMailLkup

 

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.

 

 AdvMailLkupScreen

 

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.

 

                 SortMail

 

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:

 

         NewMailEdit

 

You may make corrections or changes to the customer's mail account, if needed. Click OK to proceed.