Select Form Letter Template dialog box

1 minute
9 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.