About correspondence
Note: This functionality is available only if you have the Document Control Module.
Documenting correspondence is a very important part of business record keeping. Using the various 6-11-8 Correspondence menu commands, you can write letters and keep records of your correspondence with clients, subcontractors, architects, engineers, and so forth.
For example, if you are having a dispute with vendor about a missed payment or a dispute with a client about a change order, you can use the 6-11-8 Correspondence window features and options to track and record the correspondence with the other party.
There are several useful tools available with the 6-11-8 Correspondence window. You can create Quick Lists for frequently used descriptions and for creating a list of attachments. There is an Edit menu command for creating correspondence notes. On the Options menu, the Routing command tracks to whom the correspondence was sent, the date sent, the expected return date (if any), the date returned, and any notes.
Tip: To check spelling, click in the text entry area and then press the F7 key. On the Field Properties Text window, select the Check Spelling checkbox and click OK.
Like many Sage 100 Contractor windows, the 6-11-8 Correspondence window provides access to the Report Printer window where you can create output such print, print to screen, fax, and email. You can also export the correspondence to Microsoft Excel. In addition, you can schedule the correspondence to be delivered by fax or email.