Searching

Last modified 07:52, 24 Apr 2017

window_CCHEmailFilingOptions_Searching.pngDefine Search Criteria

These options relate to the results that will be returned when searching for contacts from the Email Filing pane. 

General

Tick the checkbox to look for the text entered in the search box within any part of the client code or name.

Contacts & Clients

Tick the appropriate checkboxes to return Clients and/or Contacts. If you want to include Draft and Closed Clients you will need to tick those checkboxes as well.

Suppliers

As with Contacts & Clients, tick the appropriate boxes to include Suppliers and/or Closed Suppliers within the search results.

Employees

As with Contacts & Clients, tick the appropriate boxes to include Employees and/or Inactive Employees within the search results.

Integration

If you want to always show the Central results branch in the filing panes (even if no search has been performed) tick the checkbox.

 

Related

Email Filing
Email Filing simplifies the filing of emails by allowing you to drag and drop emails to be filed against specific clients. This can be at either client, assignment, or job level, which reduces, and in some cases eliminates, the need for manual meta data entry when filing emails. In addition you can set up the plugin so that you are prompted to file emails as you send them. (See here for more details on how to do this.)
The Document Viewer
If you select one of the tree nodes in the filing panel the Document Viewer will allow you to view the documents that are in the Document Centre for that library/contact.
The Filing Pane
The Email Filing pane allows you to drag and drop emails to be filed to specific contacts, or non-contact libraries.
Contact Filing
Filing to contact libraries can be done via the Matched, Recent and Favourites sections of the filing panel. You can change the order in which these are displayed in Display Options. When you drag and drop an email to a contact the Add Document window will open and will be automatically populated with metadata including the relevant library for the contact type, and any default document types that have been set.
Non Contact Filing
The Other Libraries section of the filing panel allows you to file documents to non contact libraries.
Search
The search box is located at the top of the filing panel and can be used to search for contacts that are not displayed under Matched, Recent or Favourites.
Tools
Display
Filing
The Document Viewer
If you select one of the tree nodes in the filing panel the Document Viewer will allow you to view the documents that are in the Document Centre for that library/contact.
Tools
Display
Searching
Filing
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