Correspondence Type (Default) Field, Interaction Template Table
Specifies how the attachment contained in the interaction is usually communicated to contacts. There are three options:
Option | Functionality |
---|---|
Hard Copy |
Select Hard Copy if you have decided to print and send the information included in the attachment (Microsoft Word documents only). |
Select E-Mail if you want the program to send the attachment by e-mail when you create an interaction. |
|
Fax |
Select Fax if you want the program to send the attachment by fax (Microsoft Word documents only). |
If you have filled in this field, the program automatically fills in the Correspondence Type field in the Create Interaction wizard or Segment window when you create an interaction.
Tip
For more information on how to work with fields and columns, see Work with Data. For assistance in finding specific pages, see Search.
Parent Tables
Table | Location |
---|---|
Interaction Template Table | Relationship Management |
Interaction Template Table | Relationship Management |