Create Client Letters

Purpose

Allow the automated generation of communications to be sent to selected clients.  A single communication may be selected, and then the list of clients refined using Include, Exclude and Date options.

Access

1. Client | Create Client Letters

Process

Field	Explanation
Description	Enter a description for the communication that is to be created
Communication Type	[F2] to  the communication type that will be created and sent to the selected clients
Include	The various lookup fields may be used to include clients with specific lookup field content that are to get the communication
Exclude	The various lookup fields may be used to exclude clients with specific lookup field content that are to get the communication
Date fields	To and from date ranges may be entered to refine the list of clients to get the communication
Birthdate Missing	Include all clients that have their birthdate missing Checking this on is the recommended option to ensure all required clients get this communication

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