The Template or Phrase drop down on the Action can sometimes provide a few options of standard letters/ phone phrases or file notes for the case. To search within this list, follow the steps below:
Click on the required Action (e.g. Send a Letter, Make a Call, Memo) and select the relevant correspondent.
In the Template/Phrase drop down box type in a keyword which would be contained in the template name being sought.
Click the magnifying glass icon to the right of the template/phrase field.
The Template/Phrase drop down will then open to show all matching templates which contain that keyword. The required template can then be selected for use on the case.
To reset the search and display all entries again, click the magnifying glass icon again which will now have a red cross at the bottom of it.