Editing Messages Inline

Procedure

To edit correspondence inline:

  1. Access the Correspondence Queue by selecting one of the following:

    • Select the customer. How?

    • Select the credit request. How?

  2. Do one of the following:

    • If you selected a customer, on the Customer Information tab, select Correspondence.

    • If you selected a credit request, click the Correspondence tab.

The Correspondence Queue displays the correspondence that has already been generated.

  1. To search for the correspondence you want to edit, 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.

  2. Click view/edit in the row for the correspondence message you want to edit.
    The Notification Message Details screen appears.

  1. Click in the Message box and type your edits. You can use the toolbar that contains basic formatting functions to edit the message.  

  2. Click Save Message.