Master Communication Type Setup

Example

Communication Type Setup

The below dialog shows the mandatory setup fields required for a Master Communication

Dispatch Centre details should be added as required

Master Document Setup

The associated word document is usually set up using generic text. Communication Replacement fields are then used to populate the letter with client and account specific values.

• Related Articles

• Communications

  Purpose A Communication is a record of the external dealings you have with your clients. This may be in the form of letters, documentation, records of conversations, or attachments of relevant external files. Concepts Template Document Documents used ...

• Memo Communication Type Setup

  Example Communication Type Setup The below dialog shows the mandatory setup fields required for a Memo Communication Memo communications cannot be dispatched Master Document Setup There is no master document associated with a Memo Communication

• Address Change Communication Type Setup

  Example Communication Type Setup The below dialog shows the mandatory setup fields required for an Address Change Communication Address change communications cannot be dispatched Master Document Setup There is no master document associated with a ...

• Report Communication Type Setup

  Example Communication Type Setup The below dialog shows the mandatory setup fields required for a Report Communication Dispatch Centre details should be added as required Field Explanation Storage Folder [F2] and specify the storage location for the ...

• Copy Communication Type Setup

  Example Communication Type Setup The below dialog shows the mandatory setup fields required for a Copy Communication Type Dispatch Centre details should be added as required Note: The ‘Replace fields in the copy’ checkbox may be checked on or off ...