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To generate correspondence for customers:
Select the
customer. How?
From the Customer
Information tab, select Correspondence. The Correspondence Queue displays
the correspondence that has already been generated.
From the Template
list, select the name of the template you want to use to generate the
message. The Template list contains all templates defined for customers.
When you select a template, the Generate Message button activates, and
the screen refreshes to display the events for only the template you select.
Click Generate
Message.
The Notification Message Details screen appears. Select the
Delivery Method for the message as either E-Mail or Fax. To automatically
enter e-mail addresses that are saved on the Contacts screen for the customer:
Click
Use Contacts.
A list of business contacts and their e-mail addresses entered
in eCredit appears. To view internal contacts, select the Internal Contacts
check box. The screen refreshes to display internal contacts entered for
the customer.
Note:
If you
select Email as the delivery method, e-mail addresses appear. If you select
Fax as the delivery method, fax numbers appear.
Select
the check boxes for the contacts to whom you want to send the email. You
can check to enter the address on the To, Cc or Bcc lines. Click
OK.
The email addresses fill in on the Notification Message Details
screen.
Note: If an e-mail
address is not available through Contacts, you can type in the e-mail
address.
Select to send
the message as either HTML or Text by making a selection from the Output
Format list. The message box displays the message in the output format
you select. Review the
message in the message box, and, if necessary, change the Subject line
for the e-mail.
Do one of the
following:
Edit
the message if it has not already been sent. How?
To save
the message without sending it, click Save Message. The message is saved
to the Correspondence Queue. To send
the correspondence, click Send Message. The message is sent, and saved
to the Correspondence Queue.
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