4.7.1 Searching a Communication

This topic describes the systematic instructions to searching a communication.

User can search for communication sent on the accounts associated with the case. User can search for specific activities based on mode, collector sent the communication, and the period during which the communication was sent.

To Search for a Communication:

  1. Navigate to the Case Summary page.
  2. In the Communication Details widget,click
  3. In the Search Communication History section, select Mode and Sent By field values.
  4. In the From field ,selectthe start date of the period during which the activity was performed.
  5. In the To field,select the end date of the period during which the activity was performed.
  6. Click Search.