New correspondents join the register

What moves

A party created or edited in Correspondence becomes (or updates) one correspondent in the shared register, joined to an existing company when the tax number, name or e-mail matches.

Before you start

• Correspondence in your plan

Step by step

1. Correspondence officerCorrespondence Register

   Adds a new sender, for example a ministry.

   You see:The party is saved in Correspondence.

2. SystemContacts & Partners

   Creates a correspondent in the register, or joins an existing company that matches.

   You see:The register lists the body with the Correspondent role.

3. Records managerContacts & Partners

   Opens the Correspondents tile.

   You see:The new sender is in the list with both names.

Related

• Correspondence Register
• Contacts & Partners
• Register activity reaches people as alerts
• Register, classify and route letters by conversation
• Seven roles and the clearance ladder
• A memo reaches a department and the sender sees who has opened it
• A recipient refuses a letter that was not meant for them
• Connections between modules