When you click next to an 'Appeal' field the Find Appeals dialog box appears. You can use this dialog box to search for appeals.
The following image illustrates the Find Appeals dialog box:
The Find Appeals dialog box contains the following properties:
Field |
Description |
Name |
Enables you to filter the search based on the name of the appeal.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
Description |
Enables you to filter the search based on the description of the appeal.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
Appeal Data [1-8] |
Enables you to filter the search based on the configurable 'Appeal Data' fields that might have been associated with a specific appeal, and used to collect information for marketing purposes.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
Appeal Multidata [1-2] |
Enables you to filter the search based on the configurable 'Appeal Multidata' fields that might have been associated with a specific appeal, and used to collect information for marketing purposes.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
Page Size |
Enables you to specify the number of records to display per page returned in the results. |
To search for and select an appeal, complete the following:
-
Enter the desired search criteria in the appropriate fields in the search appeals group box.
-
Click 'Search'.
The system returns all of the appeals matching your entered search criteria and displays them in the search results box.
If multiple pages of search results are displayed, you can use the '<< Previous' and 'Next >>' buttons to open the additional pages.
You cannot select items across multiple pages. If the two or more items that you want to select do not appear on the same page, you can:
-
Increase the 'Page Size' to search again.
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Narrow your search by modifying your search criteria.
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Click the radio button beside the desired appeal.
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Click 'Apply'.