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Adding Recipients to Correspondence

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You must choose one or more contacts as recipients before you can generate the correspondence. If you are sending the correspondence to someone who is not listed as a contact, you can add that individual in the Add Recipients dialog box. The individual is then added to the Contacts list and as a recipient for the selected Correspondence record.

NOTE:  There is no maximum limit to the number of recipients that you can add to a correspondence item, however, the number of recipients affects performance and time required to generate the final document.

To add a recipient to correspondence

Navigate to the Correspondence screen, and create a correspondence record.

For more information, see To create correspondence.

In the Recipients list, click Add.
From the Add Recipients dialog box, add recipients.

Use one of the following methods:

To send correspondence to an existing contact, select the recipient in the Add Recipients dialog box, and then click Add.
To send correspondence to a new contact, click New in the Add Recipients dialog box, complete the fields as needed, and from the menu, choose Save.

NOTE:  You can drill down on the hyperlink in the Last Name field to navigate to the Contacts screen's Activities list.

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