Search for Emails About Debtors and Creditors

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

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

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-company Access submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company in which you will search for debtor or creditor emails.
3. Take one of the following actions:
   • In the left pane of the Finance & Administration screen, select Debtors > Debtor List.
   • In the left pane of the Finance & Administration screen, select Creditors > Creditor List.
4. On the List tab, select the debtor or creditor connected with the email that you are looking for.
5. On the Emails tab , enter a keyword in the Search field.