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Open Corporate Letter Correspondence

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Content Fields:

DateDate of correspondence and day of week.
SentDate correspondence was sent and day of week.
CreatorInitials of creator and name of user.
DescriptionDescription of correspondence.
ContentContent of correspondence.

 

TIP

For in-text tabbing, press CTRL & Tab.

For more detailed information on the correspondence toolbar controls (see - Correspondence Toolbar).

 

 

 

Customer Fields:

Link CustomerPress the button to popup customer choices (see - Link - Customer).
NameName of customer.
Customer IDCustomer ID.

 

Appointment Fields:

Link AppointmentPress the button to popup appointment choices (see - Link - Appointment).
DateAppointment date.
TimeAppointment time.
StatusAppointment status.
SurveyorInitials of surveyor.

 

Enquiry Fields:

Link EnquiryPress the button to popup enquiry choices (see - Link - Enquiry).
Enquiry IDEnquiry id.
DateDate of enquiry.
Product typeProduct type.

 

Quotation Fields:

Link QuotationPress the button to popup quotation choices (see - Link - Quotation).
Quotation IDQuotation id.
Product typeProduct type.
StatusStatus of quotation.
Storage requiredStorage required.

 

Consignment Fields:

Link ConsignmentPress the button to popup consignment choices (see - Link - European Consignment/Link - International Consignment).
TypeType of goods.
Transit serviceTransit service.

 

Trade Fields:

Link Trade QuotationPress the button to popup trade quotation choices (see - Link - Trade Quotation).
Quotation IDQuotation id.
Status of quotationStatus of quotation.
Town of origin addressTown of origin address.

 

Storage Fields:

Link StoragePress the button to popup storage choices (see - Link - Storage).
Date startedDate storage started.
Date endedDate storage ended.
Total nettTotal nett rate (£ per week).

 

Self Storage Fields:

Link Self StoragePress the button to popup self storage choices (see - Link - Self Storage).
Date startedDate self storage started.
Date endedDate self storage ended.
Total nettTotal nett rate (£ per month).

 

Claim Fields:

Link ClaimPress the button to popup claim choices (see - Link - Claim).
DateDate notified of claim.
QuantityQuantity of items.
AmountClaim amount (£).
Total lossTotal loss.

 

Invoice Fields:

Link InvoicePress the button to popup invoice choices (see - Link - Invoice).
Invoice numberInvoice number.
Invoice dateInvoice date.
Total amountTotal amount (£).

 

SaveClose window and save any changes you have made.
CloseClose window.

 

TIP

Depending on the product type of quotation selected, determines your consignment choices (eg/ if an International quotation has been selected, you can only choose from International consignments).

To clear a field, simply click on the specific Popup button and click Close.

 

Page url: http://help.moveadminister.co.uk/updatecorporatecorrespondenceletter.htm