Use this help article to assist with the Process Custom Letter page and its usage.
Adding a Custom Letter:
Step 1: Locate the Community in which to process the Custom Letter >
Step 2: Click on the Page Actions to select the "Add Custom Letter" Option >
Step 3: Select the Account in which to add the Custom Letter:
Step 4: That will then add a Custom Letter for that corresponding Account that can then proceed to the next area of Processing the Custom Letters
Processing Custom Letters:
Step 1: Locate the Community in which to process the Custom Letter >
Step 2: Select the corresponding Account to Process >
Step 3: Click on the "Page Action" icon to click on the "Process Actions" option:
Step 4: This will then process the corresponding Action highlighted in the "Next Action" Column according to the Action Type settings of this Custom Letter
Updating Next Actions
Step 1: Locate the Community in which to process the Custom Letter >
Step 2: Select the corresponding Account to update >
Step 3: Click on the "Page Actions" icon to select the "Change Next Action" option:
Step 4: Here, update the Next Action and the "Proposed" Date of the Action before clicking on Save and Process to process the letter:
