Usage:

All Emails sent to customers are tracked on this tab, Correspondence.  This page displays the email date, subject and the method column indicates if the correspondence was a type of Email, Print or Track.  

 

Navigation: Customer > Correspondence

V11 - Correspondence tab

Correspondence

 

All existing Correspondence are displayed on this form.  

 

Available options:

hmtoggle_arrow1Add Record:

1.On the Correspondence tab form click on Add Record.

2.The Add New Correspondence Record form will open.

V11 - Correspondence - Add record

Add New Correspondence Record

3.Select Method: Track, E-mail or Print

4.Select Campaign.

5.Enter Description and File Name

6.Click on V11 - Save record
hmtoggle_arrow1Edit Record

1.On the Correspondence select the record you want to modify.

2.Click on Edit Record button.

3.Edit Correspondence Record form displays.

4.Make the changes.

5.Click V11 - Save record.

hmtoggle_arrow1View E-mail

1.On the Correspondence select the record you want to View. Make sure the Method is E-Mail.

2.Click on View E-Mail button.

3.E-mail is opened.
hmtoggle_arrow1Delete Record

1.On the Correspondence select the record you want to delete by clicking on it.

2.Click on Delete Record option .

3.Select Yes when asked for confirmation.

 

See also:

Customers for more available options

Customer Tabs for details of how to use the available menu