Opening a Referral or TOC from the Direct Message Report
Finding a Record
In the menu, click “Reports” then “Direct Message Report.”
In the menu, click “Reports” then “Direct Message Report.”
When the Direct Message Report window opens, set your search parameters, then click “Query” to search for direct messages.
Search Parameters
Parameter | Value | Description |
From/To | Dates | The date range to restrict the search to |
Type | All, Receive, Send | Show Received, Sent, or All messages |
In Read | All, Yes, No | Show messages that have been read, have not been read, or all messages |
Query Results will be returned in the lower data grid. Once you have found the correct message, select the corresponding row in the data grid