Add Correspondence Codes

You can add correspondence codes to categorize your general correspondence in a way that is meaningful for your organization, such as to indicate the purpose of correspondence. Before you set up a correspondence process, you should add its code.

1. From Marketing and Communications, select Manage correspondence. The Manage Correspondence page appears.

2. On the Correspondence Codes tab, select Add. The Add correspondence code screen appears.

3. Enter a unique name and description to help identify the correspondence code. For example, explain when to assign this code to a correspondence.

4. To further categorize the correspondence code, select its category in the Category field.

   Note: Your system administrator determines the correspondence code categories available in the Category field.

5. Select Save. You return to the Manage Correspondence page.