Forms Used to Set Up Correspondence of Accounts

Form Name	Form ID	Navigation	Usage
Correspondence Setup	W74R9001E	Correspondence (G74R09COR), Correspondence Setup	Select to set up accounts, methods, or rules.
Work With Correspondence Account Setup	W74R9001A	Click Account Setup on the Correspondence Setup form.	View, copy, or delete account setups.
Edit Correspondence Account Setup	W74R9001B	Click Add on the Work With Correspondence Account Setup from, or choose a record and click Select	Add a new account setup or modify an existing account setup.
Work with Correspondence Rules	W74R9001C	Click Correspondence Rules on the Correspondence Setup form.	View, copy, or delete account rules.
Work with Correspondence Method	W74R9001E	Click Correspondence Method on the Correspondence Setup form.	View, copy, or delete account methods.
Edit Correspondence Method	W74R9001F	Click Add on the Work with Correspondence Method form, or choose a record and click Select	Add a new correspondence method or modify an existing method.
Edit Correspondence Rules	W74R9001G	Click Add on the Work with Correspondence Rules form, or choose a record and click Select	Add a new account rule or modify an existing account rule.
Edit Correspondence Rules	W74R9001H	Choose Form, Multiple Rules on the Work with Correspondence Rules form.	Add or modify multiple rules. For example, you can import rules from a spreadsheet.