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Letters

  • Limiting a User’s Ability to Send Letters

    At the letter code level, make sure there is not a “Y” in the field “allow as selected letter”. A “Y” will allow a user to request the letter through the “send letter” field in the smart code window  ...

  • Letter not Defined Reason on Letter Failed Report

    If the letter failed report prints the message letter not defined for a group of accounts, but you believe the letter is set up correctly: If the letter is a standard letter: Check to make sure the st...