Add General Correspondence for a Constituent

From the Communications tab on a constituent’s Communications page, you can manually add a correspondence to indicate that the communication occurred. For example, you can record a personal letter written to thank a constituent for lunch.

1. On the constituent’s record, select Communications under More information. The Communications page appears.

2. Select the Communications tab.

3. Under Communications, select Add on the action bar and select Add general correspondence. The Add general correspondence screen appears.

4. In the Correspondence code field, select the code to associate with the correspondence.

   To learn more, see correspondence codes

5. Select the date you sent the correspondence to the constituent.

6. In the Comments field, enter any additional notes about the correspondence, such as an explanation or description of the communication.

7. Select Save. You return to the Communications page.