The Quick Correspondence page has been updated to ensure that ad-hoc letters are generated and delivered accurately based on each contact's preferences and address information. These enhancements give you greater control over how correspondence is addressed, distributed, and delivered across multiple contacts and mailing addresses.
The following describes the enhancements made to Quick Correspondence in this release.
Enhancements to the Quick Correspondence page include:
The system honors both Delivery Method preferences and contact communication preferences.
Letters are created for each contact selected in the contact lookup tool when users click Post.
One letter addressed to both individuals per mailing address.
Separate letter generated for each mailing address.
When the Use Business Name toggle is enabled, the Business Name field populates the contact’s name.
Template tags are updated to map correctly to enhance contact and address data.
Updates to the Homeowner lookup window on the Quick Correspondence page include:
Default view should show all contacts with the persona Owner.
Renamed the Homeowner column to Contact.
Property Contacts and Linked Contacts are now combined into a single row.
Renamed the Address column to Property Address. Displays the property addresses, not all contact addresses.
Added a new Persona filter with multiselect drop-down options: Owner, Tenant, and Board/Committee.
Renamed the Billing Type filter to Billing Method. Defaults to Owner.
Follow these steps to generate a quick correspondence:
In CINC, go to Tools > Quick Correspondence.
OR
In CINC with universal navigation, go to Associations > Correspondence tasks > Quick correspondence.
The Quick Correspondence page displays. Search for and select the association.
Complete the following information:
Contacts: Click the Homeowner lookup to select contacts to receive the quick correspondence.
Template: Select the correspondence template.
Correspondence templates are configured:
In CINC, go to Tools > Correspondence Templates > Correspondence.
OR
In CINC with universal navigation, go to Associations > Correspondence tasks > Correspondence template > Correspondence.
Each has an associated Delivery Preference that determines how the correspondence is delivered (Letter Only, Email Only, Both, Contact Preference, None).
Status: Select the status for the generated correspondence.
If needed, edit the template or add additional merge tags for the correspondence.
Click Post to generate the quick correspondence for each selected contact.
Once posted:
You can email the generated correspondence from the File Queue page.
The correspondence also displays on the Correspondence tab of the Primary Homeowner Information page.