Correspondence |
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If you select an Action that is linked to an Action Code that has a Process Type of Correspondence, then the Form Letter field is required. As when you request to Send Form Letter from a ledger, you need to specify which letter you want to send. The form letter will be mail merged during the next Closeout (assuming that option is selected during the Closeout). The ledger will then display the letter that was sent and the user that sent the letter.
After selecting OK to save the action, you will be returned to the Queue. The queue entry you just worked will display in green. You may continue to take additional actions on it. To remove the green entries from your screen, simply Filter again. |