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From the Setup Mailings/Event screen:
To add new mailings:
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, | 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 |
Note |
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If you have any issues using the self-service configuration screens, contact Reapit Support |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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How to add or edit mailings & events options on AgencyCloud using the Setup Mailings & Events screen |
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