CPM-Letters

Commercial Project Management>File>Letters or Letters button on tool bar 

Default information and variations for these letter types can be set in Utilities>Client Management Set Up>Letter Types   Individual letters may also be used as templates. 

Browse Letters

This is a listing of the letters which have been drafted or sent based on the filter information chosen.

Search Fields:

This will search the Title, Attention, Salutation, and Regarding fields in the letter for the value typed. Click the button to the right to change from Contains to Starts with.

Letter Date:

Use the drop-down list which includes today, this week etc.

Assigned to/created by

The default for this can be set in System Settings.  When filtering by Assigned To, items will display if they are EITHER 1) Assigned To the filtered user and the Assigned To Status = Accepted/Requested OR 2) Created By the filtered user and the Assigned To Status = Declined/To Be Assigned.

If included in the filter:

Assigned To Status = Requested a Green Question mark will display. Assigned to Status = To Be assigned a Blue Arrow will display 

Assigned to Status = Declined a red x will display 

High Priority Tasks will have a red arrow displayed next to them. 

Inactive or completed tasks will be listed in gray. Completed or canceled tasks are listed in blue. Uncompleted tasks will appear in red text on the workbench or in their browse screens if they are past due or are due today.

 The data can be sorted by any of the column headings including date fields.

Due date can be manually added to Letters.  Letters will appear in red text on the workbench or in their browse screens if they are past due or are due today.