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From the Setup Mailings/Event screen:

  • Ensure Mailings option is selected (top left)

To add new mailings:

  • Click the Add button
    This action clears the right side of the screen, ready to add a new mailing

To edit an existing mailing:

  • Select the mailing on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Enter a unique code for this mailing, see examples above. (This can not be changed once saved)

Name

Enter the name of the mailing

Type

Select the category the mailing needs to go in

Recurring

Ignore - setting no longer in use

Weekly on, Monthly,
Annually, Other

Ignore - setting no longer in use

Default letter

Ignore - setting no longer in use

Office

If the mailing is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories

Ignore - setting no longer in use

...

From the Setup Mailings/Event screen:

  • Ensure Events option is selected (top left)

To add new mailings:

  • Click the Add button
    This action clears the right side of the screen, ready to add a new mailing

  • To edit an existing mailing:

    • Select the mailing on the left

    • Make changes on the right

    • Click Save

The following settings are available:

Code

Enter a unique code for this event, see examples above. (This can not be changed once saved)

Name

Enter the name of the event

Type

Select the category the event needs to go in

Recurring

Ignore - setting no longer in use

Weekly on, Monthly,
Annually, Other

Ignore - setting no longer in use

Default letter

Ignore - setting no longer in use

Office

If the event is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories

Ignore - setting no longer in use

...