Search for Communication Log Entries Using the Debtor Information Card

Use the Debtor information card under the Debtor list submodule to search for communication log entries.

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

To search for a communication log entry using the debtor information card:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the communication log entries that you are looking for in the debtor information card.
  3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
  4. Click the List tab and highlight the debtor with a communication log entry that you are looking for.
  5. Click and click the Communication log tab.
  6. On the debtor information card toolbar, use the Search field to enter a keyword associated with the communication log entry.
  7. If you want close the debtor information card, click again.