Letter Types

Every letter has a letter type. These let you categorize your letters and group them by what is being communicated. When filtering or searching on letters, you can do that by letter type when you don't care which birthday card the person got (e.g. "Staff birthday", "Junior volunteer birthday" or "Senior volunteer birthday" letters) or by specific letter when it does matter (e.g. the "TB test clear" letter means something very different than the "TB test positive" letter.)

Define letter types from the Letter types tool on the Setup panel, or the Setup letter types link in the Letter Template Setup tool. Click Add letter type to add a new type.

Right-click tools

Grayed-out letter types are built-in types and cannot be edited or deleted.