Correspondents come from the shared register

What moves

Each correspondence party points at a party in the register, its name and details follow changes made here, and a merge moves the letters of the duplicate to the surviving record.

Before you start

• Correspondence in your plan

Step by step

1. Correspondence officerCorrespondence Register

   Registers an incoming letter from a company.

   You see:The letter names a correspondence party.

2. Account executiveContacts & Partners

   Corrects the company's name in the register.

   You see:The party page shows the new name.

3. SystemCorrespondence Register

   Updates the correspondence party's copy.

   You see:The letter register shows the corrected name.

4. Records managerContacts & Partners

   Merges two entries for the same sender.

   You see:Letters of both now sit under one correspondent.

Related

• Correspondence Register
• Contacts & Partners
• Departments and people from HR address the mail
• Letter attachments are stored as documents
• New correspondents join the register
• A decision is signed in order by its signatories
• A legal hold stops a disposal, and a disposal is certified
• Connections between modules