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The Correspondence Queue includes correspondence that
has been generated but not sent, and correspondence that has been generated
and sent. You can send or resend any correspondence in the Correspondence
Queue.
If your implementation is set up for FTP transfer of
print messages, when you send messages with a print delivery method, they
are sent to your FTP server for batch processing.
To send generated correspondence:
Do one of the
following: Do one of the
following:
The Correspondence Queue displays all generated correspondence.
To search for
the correspondence you want to send, enter information in the Search for
Correspondence Messages section, and click Search.
The List of Correspondence Messages section displays the messages that
match the information you enter. Select view/edit
in the row for the correspondence you want to send. You can select correspondence
that has already been sent, or correspondence that has been generated
but not yet sent.
The Notification Message Details screen appears. Review the
message in the message box, and enter information in all mandatory fields.
After reviewing the message, if you decide to refresh
the message with the latest information stored in eCredit, you must generate
a new message. How?
For fax or
e-mail messages, to automatically enter e-mail or fax addresses that are
saved on the Contacts screen for the customer:
Click
Use Contacts.
By default, a list of external contacts assigned to the customer
and their e-mail addresses as entered
in eCredit appears. To
view a list of internal contacts, select the Internal Contacts check box
at the top of the screen. The screen refreshes to display internal contacts
assigned to the customer and their e-mail addresses as entered in eCredit. Optionally,
enter search criteria and click Search (or, simply click Search with no
search criteria) in the Other Internal Contacts section to display information
for additional internal contacts who have not been assigned to the customer.
The results appear in the Search Results section.
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 external or internal contacts to whom you want
to send the e-mail. You can check to enter the address on the To, Cc or
Bcc lines. Click
Select.
The e-mail or fax address fills in on the To: line on the Notification
Message Details screen.
If an e-mail or fax address is not available through
Contacts, you can type in the address. The fax address should be entered
using the format ContactFaxnumber@efaxsend.com
Click Send
Message.
Fax and e-mail messages are sent and saved to the Correspondence Queue.
If your implementation is set up for FTP transfer,
Print messages are sent to your FTP server for batch processing. |
