The Correspondence page is used to track records of correspondence with the member. These may include making a home visit, a phone call, or sending a card.
Members > Correspondence toolbar:
Add Correspondence* – opens a dialog to enter information for a new correspondence record:
- Purpose (required) - select from the list or add a new value
- Type (required) - select from the list or add a new value
- Date - enter the date of the correspondence and set the club year if needed
- Correspondence By - select the name of the leader that corresponded with the member
- Code - a unique identifier
- Note - any additional information
Edit selected Correspondence * – opens a dialog to change the details. Update any of the above fields as needed.
Delete selected Correspondence * – removes the selected correspondence record. A confirmation is required to delete a correspondence record.
Permission settings may prevent this from showing. See DB Users Permissions for details.