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View Letter History

Use the Letter History panel to view the letters that a user requested for the account displayed in the Work Form. An "x" in the last column of the data grid indicates that a user deleted the letter request before sending the letter.

To view letter history

  1. In the Task Panel navigation tree, click Letters and then click Letter History.

Letter History panel

Link Icon (Link icon): Indicates that the letter can include information for linked accounts.

Method: Method for delivering the letter (for example, print, email, fax).

Code: Code that identifies the letter.

Type: Type of letter requested.

Description: Description of the letter.

Date Requested: Date a user requested the letter.

Date Sent: Date a user sent the letter.

Sender: Person who sent the letter.

Recipient: Person who received the letter.

Subject: Person the letter is regarding.

Note: If a Trash Can icon appears in the last column, a user deleted the letter request before sending the letter.

  1. To view details for a letter request, in the data grid, click the letter and then click Details. The Details View dialog box appears.

Related Topics

Letter Types

Letters