Type

Filter the correspondence grid by the type of correspondence. For example, email or SMS. Cleared correspondence types are not displayed.

Date From

View correspondence sent or imported on or after this date.

Subject

View correspondence that includes these words in the subject line.

Module

View correspondence created by the specified Synergetic module. For example, debtor statements generated by the debtor module.

Date To

View correspondence sent or imported on or before this date.

Classification

View correspondence of the specified classification.

Content

View correspondence that includes these words in the content.

Display

Select to display:

• Mine - correspondence you have sent to the community member
• Mine All - all correspondence you have sent
• Normal - all correspondence sent to this community member.

Include lives with

Include correspondence sent to people the community member lives with.

Date

Date the correspondence was added.

Receiver

Name of the community member who received the correspondence.

Sender

Name of the community member who sent the correspondence.

Module

Module the correspondence originated from. For example:

• SYS, for emails and SMS messages sent from Synergetic.
• EXTERNAL for emails imported from Microsoft Outlook.

Classification

Classification of the document if the record is from DocMan. See luDocumentClassification lookup table in the System maintenance manual.

Subject

If the document is:

• an email, this is the subject line of the correspondence
• a document from DocMan, this is the document description.

Attachment

Number of attachments an email correspondence has.

Type

Type of the correspondence. For example, email, document, SMS.

Refresh the grid if you have changed the filter field selections.

Reset the default filter field selections.