Advanced Search

Advanced Search options are found under the Search Tab next to Folders on the left of your screen.

These options will allow you to set very general or specific criteria and will also search within the entire database for files and not just your email box. This means that any emails that have been sent to contact or project files are also search able using this tool

Example:

The Advanced Email Search tool will also allow you to have multiple criteria such as an email sent from between July   1, 2008 to August   1, 2008 from a specific contact that had an attachment but… I cannot remember her name.

So, I would do a specific search and enter in her name under the Text option and then click on Attributes and check off the Attachments box and enter in the date range.

  The last criteria would be under Folders and since I don't know where the email is I will search 'All of Tradepoint' instead of choosing a specific folder by checking off the Folder options.

I would then click the search icon at the bottom and wait for the results to come back. Depending on the volume of emails within your database and email box will have a direct effect on how fast your results are returned.

The following slides depict each step of the example above:

1.   

The contacts name is entered into the 'Search All Text field'.  If other information was available it could be added as well or instead of just the name.

 2.  

The next steps show the check box for 'Has Attachments'  checked off and the date range entered in the date fields.

3.  

Since there are no flags on the message then we can skip this option.

 4.  

The options here allow you to search All Folders, All of Tradepoint or specific Folders. Only the 'Search Specific Folders option will require you to check off which folders you want searched.

The Folder structure within your email account that you are searching in will be reflected in the search tool.

When you have specified where you want to look then click the Search icon. Your results will appear when the search is complete.