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Correspondence
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Correspondence
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Options for configuring different properties related to tracking of correspondences and configuring correspondence signature are available here. You can configure settings for incoming and outgoing correspondences.
To open the correspondence settings window
Settings for incoming correspondence
If tracking mail option is enabled while sending a correspondence, you can inform the sender that the correspondence was read. You can select one of the options from the following and based on your selection the notification option is configured.
Always send a notification to the sender: This option is selected by default. If this option is selected, the sender of the correspondence is notified once the mail is opened by the receiver.
Never send a notification to the sender: If this option is selected the sender of the correspondence is not notified when the mail is opened by the receiver.
Settings for outgoing correspondence
The following settings are available for outgoing correspondence.
Track all outgoing mails: On selecting the checkbox next to the option , tracking option is enabled for all the mails you sent.
Can user others PUBLIC distribution list: On selecting the checkbox next to this option the logged in user will be permitted to use public distribution list of other users.
Automatically save draft correspondence in every << >> minutes: On clicking the checkbox next to this option draft copies of correspondence is saved automatically to prevent loss of content when there is a failure during the final save.The duration in which the automatic save is to happen can be entered as minutes. System will automatically save the correspondence based on the auto save frequency specified in the personal preference. If mandatory properties are not specified, system will display a warning message.
Configuring Correspondence Signatures
You can create personal signatures and assign the signature to different correspondence operations. Signatures can be configured for New Correspondence, Reply and for Forward Correspondences.
There are scenarios where the user group (address list) needs to be created at project level and user level for correspondence which consists of the frequently used resources (Internal and external resources). Hence facility to create address list.
Adding resources to an address list
Resources can be added to a address list. Work resources and External resources can be added to the address list.
To create an address list
