Fields on the Advanced Search page let you enter as much criteria as necessary to find the batch or batches you're searching for. The more information you enter, the more specific your search will be. Remember that when you enter criteria in more than one field, the advanced search finds records that meet all the criteria (an AND rather than an OR search). For example, if you enter criteria in the Owners, Created Date and Method fields, the search will return only those batches that meet all these criteria. Batches with matching criteria in only one or two of the fields would not be returned.
Advanced search fields include: Batch Name, Batch Description, Owners, Created Date, Printed Date, Method, and Display.
Use this field to search for batches based on the batch name. If you don't know the complete batch name, select Contains in the first field and type part of the batch name in the second field. Or select Begins With in the first field to find all batches with a batch name that starts with the string you enter in the second field. If you know the exact batch name, select Exact Match in the first field and type the full name of the batch you’re searching for in the second field.
Use this field to search for batches based on the batch description. Click in the first field and select Contains or Begins With to find all batches containing or beginning with the string you enter in the second field. This string search is not case sensitive.
This field lets you search for batches created by a specific user or users. Click the search icon next to the field to select one or more names to return to the field.
To find batches created within a date range, enter dates in the from and to fields by typing the date or by clicking the calendar icon next to each field and selecting a date from the calendar that appears. Leave both fields blank to include all batches in your search, regardless of when they were created. Enter a date in the from field only to find all batches with a created date equal to or greater than that date. Enter a date in the to field only to find all batches with a created date less than or equal to that date.
To find batches printed within a date range, enter dates in the from and to fields by typing the date or by clicking the calendar icon next to each field and selecting a date from the calendar that appears. Leave both fields blank to include all batches in your search, regardless of when they were printed. Enter a date in the from field only to find all batches with a printed date equal to or greater than that date. Enter a date in the to field only to find all batches with a printed date less than or equal to that date.
The Method fields lets you limit your search based on the outgoing method of the letters in a batch. To enter a code, type it in the field and press the ENTER key, or click the search icon and select one or more codes. Methods are codes and can be added, printed, deleted, and archived just like all other codes.
Your batch search results will include only batches that contain mail with the selected outgoing method, for example, U.S. Mail or E-Mail.
This field lets you limit the results to all active batches, only actives batches that are unlocked, only active batches that are locked, all archived batches, only archived batches that are unlocked, only archived batches that are locked or all batches. The field defaults to Active. Click in the field to select another option.