Correspondence Codes

With correspondence codes, you can categorize general correspondence in a way that is meaningful for your organization. For example, you can create correspondence codes to indicate the purpose of correspondence. On the Correspondence Codes tab, the Correspondence codes grid displays the codes available in your database. For each correspondence code, you can view its name, description, and category. You can also view whether the code is active in your database.

To include codes marked inactive in the Correspondence codes grid, select Filter, select Include inactive, and select Apply. To update the information in the grid, select Refresh List.

From the grid, you can also perform multiple tasks to manage your correspondence codes.