Using search button 2

The interaction pane contains two Search buttons.



This is the search button that is NOT under the Submit button.

  1. Click this Search button. The Search Existing Interaction window is displayed.

    You can attach an email message to an existing interaction or a new interaction id. You can search by Interaction ID, Description, Interaction Date, Topic, Topic Description, and Follow up Date.
  2. Supply information into any of the fields on this Search Existing Interaction window and click the Search button to further narrow your search. Any existing interactions are displayed in the grid.
  3. Select the interaction you were searching for and click Select and Close.