Searching for Sets

Sets are created for different types of records—those entered automatically as a result of incoming e-mail messages, digital mail, or imports; and those entered manually to record incoming mail and phone messages. You can search for sets created by all users that are limited to a specific source or assigned to specific users.

To search for a set:

1. Click the People tab and click the Sets submenu link.

2. Click in the Source field and select the source of the set you're searching for: Digital Mail, E-Mail, Import, Manual, Opinion or Phone or leave it blank to find all sets, regardless of their source.

3. To narrow the results based on the user or users to whom the set is assigned, click the search icon next to the Assigned to User(s) field and select one or more users. Leave this field blank to find sets for all users. Note: Clicking the Make Default link will save the selected criteria as your default. To clear the default, click the Clear Default link.

4. Click the GO button to begin the search. All sets found with the search criteria appear on the Set Definition Search Results page. If the search results does not contain the set you are looking for, click the Modify Search link to change your search criteria. To save the search results as a My Link click the Save Search link.

5. Click the set name link to view the set definition information for that set, or click the source link to view all records in the set on the Full Set page. The number of records in the set appear in the page title. Each record is numbered sequentially, and the sequential number is shown in the # column.

6. Filter the set to refine the search based on field or text information.

7. Once you have identified the records you want to act on, you can post them to the database by selecting the Change Data/Status action. You can also change mail information, including reassignment to another user, by selecting the Change Data/Status action.