• Correspondence - Correspondence Pages
  • Correspondence - Correspondence|Search Page
  • Correspondence - Correspondence|Details Page
• Using Correspondence

The Correspondence application Correspondences|Search page allows you to search for and select previously saved correspondence. When the 'Search' button is clicked, results that match the entered search criteria are displayed in the select correspondence section. When a correspondence is selected the Correspondences|Details page appears, allowing you to view the basic details of the selected correspondence.

The following image illustrates the default Correspondence application Correspondence|Search page:

The default Correspondence application Correspondence|Search page enables you to search for existing correspondence using the following criteria:

Field	Description
Code	Enables you to filter the search based on those messages with the specified correspondence number. To add additional fields, click or press CTRL+TAB once you have made an entry.
Correspondence Type	Enables you to filter the search based on the correspondence type: Ad Hoc: Correspondence that was created and sent to customers ad hoc via the Customer Services application Customer|History|Correspondence page. Both: Tax receipt and thank you letter correspodence that was sent as two separate communications. Business Intelligence: Correspondence that was created and sent to customers via the Business Intelligence and Reports application. CancelTickets: Correspondence that was created and sent to customers via the Utilities application Print|Order Print page when a ticket has been cancelled. Combined: Correspondence that was sent as a combined tax receipt and thank you letter. Delivery: Correspondence (i.e. tickets) that was created and sent to customers who selected Download or Email as a delivery method for their orders. Email: Correspondence that was created and sent to customers via the Correspondence application Messages pages. Forwarding: Correspondence that was sent as a result of a ticket(s) being forwarded online. Gift: Correspondence that was created and sent as a result of a donation (i.e. a thank you letter) via the Utilities application Pledges|Thank You Letters page. Invoice: Correspondence that was created and sent to customers via the Utilities application Orders|Order Invoice page. Message: Correspondence that was sent via the Correspondence application. Offer: Correspondence that was created when customers renew orders/offers. Referrer: Correspondence that was created and sent as a result of a donation (i.e. a thank you letter) that was made by someone who was referred by the addressed customer via the Utilities application Pledges|Thank You Letters page. Tax Receipt (normal): Correspondence that was created and sent as a result of donation (i.e. a tax receipt) via the Utilities application Pledges|Tax Receipts page. Tax Receipt (TaxRecipient): Correspondence that was created and sent as a result of donation (i.e. a tax receipt) via the Utilities application Pledges|Tax Receipts page. Thank You Letter: Correspondence that was created and sent as a result of a donation via the Utilities application Pledges|Thank You Letters page. To select more than one correspondence type, hold CTRL or SHIFT while making your selections.
Description	Enables you to filter the search based on the description of the correspondence. To add additional fields, click or press CTRL+TAB once you have made an entry.
Solicitation Amount	Enables you to filter the search based on the amount of money that the correspondence was soliciting. To add additional fields, click or press CTRL+TAB once you have made an entry.
Correspondence Date	Enables you to filter the search based on the date that the correspondence was sent within the specified date range. Enter a date into the field or click to select the date. For more information, refer to Using a Calendar to Add a Date.
Response Due Date	Enables you to filter the search based on the date that the response to the original correspondence was due by within the specified date range. Enter a date into the field or click to select the date. For more information, refer to Using a Calendar to Add a Date.
User Name	Enables you to filter the search based on the user name associated with the correspondence. To add additional fields, click or press CTRL+TAB once you have made an entry.
Owner	Enables you to filter the search based on the owner of the correspondence. To add additional fields, click or press CTRL+TAB once you have made an entry.
Additional Info	Enables you to filter the search based on any additional information that might have been included with the original correspondence.
Page Size	Enables you to specify the number of records to display per page returned in the results.
Search Type	Enables you to choose the appropriate type of matches you are expecting: Match Any: When you want to search for records containing one or more of the search terms you selected. Match All: When you want to search for records that contain all the search terms you selected.

Other searches can be created using the Business Intelligence and Reports application. For more information, refer to Business Intelligence and Reports - Business Intelligence.