Run Marketing Acknowledgement Process Screen

Process name

The process name defaults from the Name field on the Add or Edit marketing acknowledgement process screen. This field is disabled. To change the process name, access the Edit marketing acknowledgement process screen.

Starting receipt number

In this field, the next available number of the default stack appears. However, you can change the starting receipt number. When you select the starting receipt number, the program automatically assigns numbers to the records included in the process.

Next available

To choose the next available receipt number as the starting receipt number for the process, select this link.

Mark letters ‘Acknowledged/Receipted’ when process completes

To change the Acknowledge status from Not acknowledged to Acknowledged, select this checkbox. If, on the acknowledgement letter record, you selected Letter includes receipt, the program also changes the Receipt status from Not receipted to Receipted. You can mark letters acknowledged at a later time on the Recent Status tab or History tab. You can also mark letters acknowledged on the Review Acknowledgements tab.

Date

When you select the Mark letters ‘Acknowledged/Receipted’ when process completes checkbox, this field enables. To select a date other than today’s date, select the drop down arrow and select <Specific date>. An additional field appears on the right for you to enter a date. To use a calendar to select the date, select the drop down arrow in this field.