Select Form Letter Template dialog box
1 minute
11 months ago
Select Form Letter Template dialog box
Use this dialog box to select a form letter to send to the selected Project Center contacts. Form letters are created in the Add Form Letter dialog box.
Form Letters
This list contains the available form letters. Select the form letter, then click OK to open the Generate Form Letter dialog box to generate the form letter and send it to the contacts.
Name
The name of the form letter.
Type
The type of the form letter.
Instructions for Selected Form Letter
This field contains any instructions included on using the form letter.
To access this dialog box
You can access this dialog box in the following ways:
Select a contact, then click Generate Form Letter from the Tasks panel of the Project Center Administration Activity Center Contacts tab
Select a contact, then click the icon from the Browse Company Contacts dialog box.