The Correspondence tab stores communications and documents relating to a community member. All emails and SMS messages sent to community members and documents uploaded to DocMan tabs are automatically displayed in the appropriate Correspondence tab. You can:
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Note: Fields in this tab are not editable. You cannot edit or delete correspondence through this tab.
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Past Student Maintenance - Correspondence tab key fields and buttons
Grid area fields Anchor
Field | Description |
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Date | Date the correspondence was added. |
Sender | Name of the community member who sent the correspondence. |
SenderEmail | Email of the sender. |
Receiver | Name of the community member who received the correspondence. |
Module | Module the correspondence originated from. For example:
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Classification | Classification of the document if the record is from DocMan. See luDocumentClassification lookup table in the System maintenance manual. |
Subject | If the document is:
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Attach | Number of attachments an email correspondence has. |
Type | Type of correspondence. For example, email, document, SMS. |
Filter sub-tab fields and buttons Anchor
Fields
Field | Description |
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Display | Select to display:
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Include lives with | Include correspondence sent to people the community member lives with. |
Select/Deselect all types | Select or clear this field to select or clear all Type fields. |
Type | Filter the correspondence grid by the type of correspondence. For example, email or SMS. Cleared correspondence types are not displayed. |
Date From | View correspondence sent or imported on or after this date. |
Date To | View correspondence sent or imported on or before this date. |
Subject | View correspondence that includes these words in the subject line. |
Classification | View correspondence of the specified classification. |
Module | View correspondence created by the specified Synergetic module. For example, debtor statements generated by the debtor module. |
Content | View correspondence that includes these words in the content. |
Auto Refresh | Select to automatically refresh the grid when the filter fields are changed. |
Buttons
Button | Description |
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Refresh the grid if you have changed the filter field selections. |
Clear the filter field selections. |
Details sub-tab fields O_29269 Anchor
Field | Description |
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Sender | Name of the community member who sent the correspondence. |
Sender Email | Email of the person who sent the correspondence. |
Received Email | Email address the email correspondence was sent to. |
Subject | If the document is:
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Content Prev | Brief preview of the content of the correspondence. |
Classification | Classification of the correspondence. For example, Photo, Payroll, etc. |
Module | Module the correspondence originated from. For example:
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Type | Type of the correspondence. For example, SMS, Sent email, etc. |
Correspondence Sent | If selected, the correspondence was sent to the receiver email. |
Content sub-tab fields Anchor
This tab displays the text content of the correspondence.
Note: If there is no text content, a representation of the content is displayed. For example, the 'content' of a jpg photograph uploaded to the DocMan tab would read 'JPG'.
Attachments sub-tab fields and buttons
This tab lists the file names of any attachments included in the correspondence.
Buttons
Button | Description |
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Open the selected email attachment or document. |
Common Buttons
Button | Description |
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Delete the imported email. |