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 Program Setup > Options > Letters/Receipts tab.


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.