Note the following about how date filtering works:
•Dates for e-mail files are based on the sent date field. E-mails with date sent values that fall outside the specified range(s) are removed by the filter.
•Dates for calendar appointments are evaluated based on start and end date fields. Calendar items with start and end date values that fall outside the specified range(s) are removed by the filter.
•Dates for files other than e-mail are based on the date created and date modified fields. The filter will only retain items whose date created and date modified fall within the date range(s). For example, if date created or date modified is unavailable, then the filter will allow the item to pass. If both dates are known, and either of the dates falls outside the date range(s) specified, the filter will allow the item to pass.
Configuring Date Range Filtering
1.Click the Case Manager tab.
2.Double-click a case.
3.Click the Filters tab.
4.In the green drop-down list, select Date Range Filter.
5.Click add (plus) to add a date range for filtering the case files. You can repeat this step for additional date ranges. The date range start date defaults to the earliest sent date for e-mail messages or earliest start date for calendar items in the case, depending on which one has the earliest date. The end date defaults to the latest sent date for e-mail messages or latest end date for calendar items in the case, depending on which one has the latest date.
6.To modify a Start Date or End Date, click the date. You can manually edit the date or click the calendar button to select the date you want.
i.By default, all date range check boxes are selected for inclusion in the filter results. The number in the Count column next to a date range indicates the number of files that fall within the given date range.
7.Clear the check box for any date range you want excluded from export. Leave the check box selected for all date ranges you want included in the filter results and export.
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To remove a single date range, click Delete date range (black X next to the date range). To remove all date ranges, click Delete all date ranges (red X underneath the green drop-down list). |
9.You can click the a specific date range filter to view the files in the case within that date range in the center panel file list.