CRM Miscellaneous Communication Form

Miscellaneous communications are standard letters or post cards that are mailed to individuals rather than large audiences.  The Miscellaneous Communication form is a single-row form used to create individual mailings that a client should receive.  This form enables all individual miscellaneous mailings to be sent out via "bulk" mail.  A client is selected, then up to five Regular Mailing Contents can be selected.  Finally the date, for the mailings, is entered.

 

Navigating To

The Miscellaneous Communication form can be navigated to from several locations.

 

Adding Information

The following describes the fields for entering the client's miscellaneous mailing records.

  1. Person. Enter the name of the client using the Person Search LOV. 

    Note:  See LOV (Person Search) and Camera.

     
  2. Regular Mailing Content (1 - 5).  The Regular Mailing Content 1 through 5 fields allow up to five different items to be mailed to the client on the selected date.  Select, using the LOV, the content title for the mailing to be sent to the client.

    Note:  See LOV.

     
  3. Date To Send.  Enter the date that the mailing should be sent to the client.

    Note:  See LOV (Calendar)

     
  4. Add Record.  Click on Add Record when all of the fields are correct.

     
  5. Don't Save.  Click on Don't Save to not record the information

    Note: Clicking on Don't Save will close the form without saving the information and will open the previous form.

 

Related Items

CRM Overview

CIS Navigation Overview

CIS Misc Mail

Prospective Student Information Screen

Miscellaneous Communication Menu