Set Manual Recalls, Debtors, Queries and Letters E-mail Send Method

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If using the manual recall, debtors and/or queries page, the e-mail send method should be selected.

The Letters page also follows this setting. 

  1. Click the navigation menu > Location Setup > General page

  2. Group: Paths & Links

  3. Send LETTERS/RECALLS via e-mail as
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    1. File attached: The letter is sent as a file attached to the e-mail (default setting, not recommended)

    2. Text only: The letter will be sent as plain text. Images and font formatting is ignored (not recommended)

    3. HTML format: The letter will be sent in the body of the e-mail (recommended)

 

Links coming soon:

Create a New Letter Template

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