Search for Letters

To locate and open a specific letter, such as to edit its information, you can use the Letter Search screen.

When you search for a letter, you can enter criteria about the letter such as name, description, and status. You can enter partial names or individual letters in the search criteria fields. Also, the search process is not case-sensitive. You can leave the fields blank and the search will return all your letters, but if the program locates over 100 records, only the first 100 will appear in the Results grid.

1. From Marketing and Communications, select Letters and documents. The Letters and Documents page appears.

2. Select Letter search. The Letter Search screen appears.

3. Enter the criteria to use to search for the letter and select Search. Under Results, the letters that match the search criteria appear.

4. Select the letter to view and select Select on the action bar. The Edit letter screen for the selected letter appears. The items on this screen are the same as the Add letter screen. For information about the items on this screen, see Add Letter Screen.