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Edit a Communication |
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Edit a Communication |
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Edit a Communication
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Edit a Communication |
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Edit a Communication |
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| 1. | Locate the communication you want to edit. Remember that you may be able to view the communication in any or all of the following screens: Event Maintenance (the main Communications tab, as well as the Attendees Communications and Exhibitors Communications tabs), Companies/Contacts and Communications. |
| 2. | Click to highlight the communication. Click the appropriate Edit button to the right of the selection grid. |
| 3. | The Communication [Edit] window appears. Make your changes as required. |
| 4. | If you need to change the letter template, click the Edit button. The Word Processor opens. |
| a. | Make your changes in the Word Processor window and select File | Save. |
| b. | Remember that the changes you make here will only be saved in this communication, not the original template in the Letter/Label Templates setup area. To edit the original letter template, refer to Chapter 14: Letter and Label Templates, Edit, View and Delete Letter/Label Templates. |
| c. | Select File | Close to close the word processor. |
| 5. | In the Communication [Edit] window, click Save or Save Without Letter, as applicable. |
| 6. | A Confirm box will appear, asking if you want to create a follow-up action. |
| a. | If you click Yes, the Communication Follow-up window will appear. Choose the Next Contact Date from the drop-down calendar and enter a time in the Next Contact Time field. Click OK. |
| b. | The Action [New] window will appear. To review how to create actions, see Chapter 12: Actions. |