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Setting up correspondence types

Deleting correspondence

About file and link Attachments on records

Creating client or vendor correspondence

Note: This functionality is available only if you have the Document Control Module.

To create client or vendor correspondence:

  1. Open 6-11-8 Correspondence.
  2. Do the following:
    1. In the Job box, enter the job number.
    2. If the job uses phases, enter the phase number in the Phase box.
    3. In the Description box, enter a description.
    4. In the Status list, click the status of the correspondence.
    5. In the Type list, click the type you want to assign to the correspondence.
    6. Type the letter that you want to send.
  3. Click File > Save.