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To access this screen, go to Communication Tracking in the Staff Control Panel, then click on the Item tab.
This allows you to select the appropriate item type that you want to search for. For example, a phone call, external document or a new Automail (Automail 3) document. Tick the boxes of the items types that you want included in the search. You can select whether you want to search for items set as permanent, not permanent or both.