Advanced Mail Room Search

When using the Mail Room Advanced Search, there are many ways you can search content. You would first go to Mail Room>Search to use this function. 

Sender Information

• This is where you will search anything associated with a people record including affiliations.

Inbound Information

• Inbound ID - Every piece of inbound correspondence has a unique identification number.
• Email Text - Search the body of the inbound email for key words. 
• Notes - If the inbound was logged with notes, you can search that here.
• Earliest Date Created - The beginning of a time range when logged.
• Latest Date Created - The end of the time frame to which the piece of correspondence was logged.

Outbound Information

• Outbound ID - Every outgoing response has a unique identification number.
• Reply Text from Customized Mail - This is in the outbound of the body of the correspondence.
• Staffer - The person who sent the outbound mail.
• Status - *Assigned, Pending, Approved, Rework, All Open, and Closed. You are using the search on the status on the outbound. 
• Legislation - This is another reason tagging legislation is important. You can search by bill number later on!
• Issues - Again, it's very important to tag inbound and outbound issues. You can search around these issues.