There are two types of searches available for mail: a quick search lets you select criteria from a drop-down list of mail fields and combinations of fields; an advanced search lets you view and select all possible criteria on which you want to base your search. IQ also provides the ability to create and use a custom search for mail records. Contact your IT Consultant for assistance in setting up this feature.
In addition, you can save your most frequently used search criteria as your default, by clicking the Make Default link. To clear the default, click the Clear Default link.
To perform a quick search for mail:
Click the Mail tab to go to the Quick Search page for mail records. The Search Mail for field defaults to the criteria you've selected when you clicked the Make Default link. Fields that appear below the Search Mail for field will vary depending on your entry. Click in the Search Mail for field to select different criteria. Note: Any Custom Quick Searches, created by you or another IQ user, will appear below "ID" in the Search Mail for field.
Click the GO button to begin the search and display the results which contain links to both the mail record and the People record associated with it.
If you're not satisfied with the results of your search, click the Modify Search link to modify your search or select the Advanced Search action to use more criteria in your search. You can also use the Modify Search option to add records to those already selected. If you selected records found with the first search, that selection is retained as you modify your search criteria and find and select additional records.
Click the Mail ID link to display the mail record.
A quick search lets you select from an existing list of fields or field combinations. Click in the Search Mail for field to display the list of available criteria, which include: Analyze: Pending Individual Mail, Pending: User and Method; Pending: User and Date In; Completed: User and Date Out; Text; Mail List; ID and Unsent Emails Source. Once you've selected one of these options, the appropriate fields will appear below the Search Mail for field. Note: If your IQ user-id has not been granted access to Security Lock #55, you will not be able to search for mail that is assigned to other IQ users.
All quick search options (except for Mail List and ID) include the Batched Status, Response Type, Check Out Status and Correspondents fields as well as the Include TMail, Include WFMail, Show Address and Phones check boxes. When you select or clear a check box for a quick search, the check box remains selected or cleared for subsequent searches.
This quick search option displays a bar graph view of your pending mail for all Incoming Methods. Options are available to view all pending mail for all users for a specific incoming method grouped by a specific field. Each row in the bar graph contains a count and a magnifying glass icon to view the specific records in the Mail Search Results. In addition, there is a paper and pencil icon which displays a dialog with actions to Change Data, Change Batch, Change Status, Change Security, Mass Delete and Find Campaigns for a specific group of mail records.
When you do a Quick Search for text, you can search
for mail with text located in the body of an incoming file attached to
a mail record, in the mail record Comments
field, in the body of the letter text assigned to a mail record, and in
fill-ins entered for the letter. When you select this option, check boxes
appear that let you select where you want to search for the text. If you
select more than one of these check boxes, an implied OR search is performed
When you do a quick text search, additional fields are available to let you further narrow the search. These include the Batched Status, Response Type, and Date In.
Type the word for which you're searching in the For field. If you're searching for a phrase, enclose the words in braces { }. Use the following operators to limit your search.
|
AND |
Use AND to search for mail with at least one occurrence of each term. |
budget and taxes |
|
OR |
Use OR to search for mail with at least one occurrence of any term. |
budget or taxes |
|
NOT |
Use NOT to search for mail with one term and not another. |
budget not taxes |
|
NEAR |
Use NEAR to search for mail with terms that are near to one another. |
budget near taxes |
|
ACCUM |
Use ACCUM to search for mail with at least one occurrence of any term and rank according to the number found. |
budget accum taxes |
When you do a text search, each retrieved record is
given a numeric ranking
If you know the ID of the Mail record you're searching
for type it in the ID field to go directly into that Mail record. To find
multiple records, separate IDs with commas (10795628, 10794468) or search
for a range by entering a hyphen between the IDs (10794462
Searches all completed Mail records with the outgoing method E-Mail that do not contain a Status Log entry that indicates the email has been sent. There are a variety of reasons why a mail record might be in this state, one of which could be a failure in the email or background process. Managers should frequently review the results of this search to make sure no network or other system issues are causing outbound e-mail to fail, and to assure themselves that users are not closing mail without responding to it.