Correspondence

Correspondence

From any screen within RMSWeb

Click once on Setup on the Navigation bar
Choose Accounting from the list
Choose Accounting Options from the sub list
Choose the Correspondence Tab

Watch a short Tutorial on the main options to set on this screen, for first time implementation

(Coming Soon)

Below you will find a brief description on each of the options presented on this screen;

When set up here two buttons are exposed on the reservation and client accounts screen to provide short cuts to specific form letters, as are selected here.

E.g.: If you have a letter which is commonly sent after a deposit has been received, this feature speeds up the generation of the letter.

Button 1 Caption:
Type the description you wish for the button E.g. for confirmation letter you could type conf (remember to keep your button descriptions brief as if too long they will not fit within the button displayed correctly)

Associated Correspondence:
From the drop down box, choose the letter you wish the button to link to automatically from the account.

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