Search for Emails about Debtors and Creditors

The Emails tab displays your email communications with the debtor or creditor that you select on the List tab. You can search for specific emails using keywords.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To use Creditor List in the Creditors submodule, you must have access to Finance & Administration as defined in Employee Cross-Company Access under Settings.

To search for an email of a selected debtor or creditor:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company in which you want to search for debtor or creditor emails.
3. Take one of the following actions in the left pane of the Finance & Administration page:
   • Select Debtors > Debtor List.
   • Select Creditors > Creditor List.
4. On the List tab, select the debtor or creditor that is connected with the for which email you are looking.
5. On the Emails tab , enter a keyword in the Search field.