The Search Text field is located in the Outgoing section for non-completed Mail records for users that have access rights to modify Mail records. It is designed to allow you to easily locate other custom or form letters which contain text that may be relevant to the letter you are working on. Note: The text search also searches letter names and the print format. You can then copy selected text from the "found" letters and paste the text into the letter you are creating using standard Windows mouse or keyboard commands.
How to perform a text search:
Search for and access the Mail record.
Type the word or words you are searching for in the Search Text field.
Click the Search link.
IQ displays the Search Recent Custom Letters and Form Letter Library dialog with the search results and additional text search fields.
The word or words that were entered in the Text Search field on the Mail Record page appear here. You may remove existing or enter additional words to perform another search.
This determines whether or not you will search through custom letters (which are connected to mail records) or form letters (which are document library records).
Applies to both Custom Letter and Form Letter Searches. It will find mail assigned to the selected user and/or Form Letters owned by the selected user.
Only applies to Custom Letter search. It will find Mail Records (that contain Custom Letters) that were entered into IQ in the past 90 days. You may change the number of days if you want to search for a shorter or longer time frame.