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The Customer correspondence events are used to generate the selected form letters and merge the case data with the form letter. An event has to be created for every form letter on file. Typically, the form letter events are divided in the original notifications of credit to the customers account and the final determination of the case.

 

Upon the selection and save of this type of event, the selected form letter will open in MS-WORD for editing and print.  Once the letter is closed, it will  be imported into the case and appear on the case's Documents tab for future reference.

 

 

See Events /Customer Correspondence for details on how to configure the event.

See Form Letters for details on how to develop the correspondence letters.