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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.)
To define letter types, click Setup letter types on the left navigation bar from within Letter templates and then click Add letter type to add a new type.
Right-click tools
Add letter type |
Creates a new letter type. |
View |
Opens this letter type in read-only mode. |
Edit |
Edits this letter type. |
Make inactive |
Marks the letter type as inactive, which means it won't be used in any new outgoing letters but is not deleted. |
Delete |
Removes this letter type. VSys will not let you delete a letter type which is in use by any letters. |
Merge with another letter type here |
Changes the name of this letter type with another on the list. |
Letter types in italics are built-in types and cannot be edited or deleted.