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Creating Correspondence
You can create correspondence using a selection of pre-defined templates for letters and labels. You can create personal templates that only you can access, or you can use templates created by your administrator. For information on creating personal templates, see Creating a Personal Correspondence Template.
NOTE: You must associate one or more recipients with the correspondence before you can generate or submit the request for fulfillment.
To create correspondence
- Navigate to the Correspondence screen.
- In the Correspondence list, add a new record.
- In the new Correspondence record, select a correspondence template.
For example; if you want to create a mailing you might choose the MICROSOFT_Promotional template for the letter and the MICROSOFT_Labels template for the mailing labels. If you only want to create labels, you still select both templates, but only generate the labels with the Generate Labels command in the Correspondence list menu.
NOTE: The fixed text of each correspondence template is written using specific locale conventions and language. The author of the template can choose the locale and language using the Locale and Language fields in the template record to support Global Deployment.
- To create a letter, click select in the Template field, choose a letter template from the Pick Template dialog box, and then click OK.
- To create a label, click select in the Template field, choose a label template from the Pick Template dialog box, and then click OK.
- In the correspondence record, complete the fields.
The following table describes some of the fields.
- Click in the Recipients list and proceed to Editing a Correspondence Template.
NOTE: You can create correspondence from any screen by navigating to the application-level menu and selecting File > New > Correspondence. This action takes you to the Correspondence screen where you can create your letter or label.
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Siebel Sales User Guide Published: 18 April 2003 |