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HomeKnowledge BaseThank You LettersCorrespondence Tracking
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Article ID288
Created On12/3/2008
Modified12/14/2008
Correspondence Tracking

Letters sent to contact are automatically stored in history as a file link.

In order for this feature to work, you must designate a folder to be the "Correspondence" folder. This is done under Tools > Options > Letters/Receipts tab.

CorrespondenceFolder

When generating a letter via Word, the system can now automatically save the letter and a link to the letter in File Links if you leave the "Save Letter in correspondence history" check box checked.

CorrespondenceFolder2