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To access this screen, go to Communication Tracking in the Staff Control Panel, this will the bring up the Select Retrieval Information screen.
This allows the user to search for particular communication items. This search can be customised in numerous ways:
You can select the client or a range of clients that the communications items is associated with.
The particular branch. (For Data Centre users only.)
The client manager or the partner at present.
The client manager or partner at the time the link was created.
Client categories
Or Data-mining can be used to find the clients you want to search for.
