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Letters Tab

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Tue, 04/20/2010 - 17:26 — tracy

For instructions to create, edit and manage form letters Click here.

The Letter Tab displays a list of letters or emails that have been sent or are scheduled to be sent to the patron.

Parts of the Letters Tab

Status

Status of the letter/email. See the key at the bottom of the Membership Detail window.

Seq #
Internal Sequence number of the letter/email.

Status
Not Done/In Progress/Done status of the letter/email.

Type
How the letter/email was added to the membership record.

Requested By
The User who requested that the letter/email be sent.

Notes
Title of the letter/email.

RecordsFile Connection
The data file the letter/email was drawn from.

Date Begin
Date and Time the letter/email was requested.

Date End
The Date and Time the letter/email task status was set to 'Done.'

Date Printed
If different than the date/time the task was completed, the Date and Time the letter was actually printed.