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Correspondence Type (Default) Field, Interaction Template Table

  • 项目

Specifies how the attachment contained in the interaction is usually communicated to contacts. There are three options:

Option Functionality

Hard Copy

Select Hard Copy if you have decided to print and send the information included in the attachment (Microsoft Word documents only).

E-Mail

Select E-Mail if you want the program to send the attachment by e-mail when you create an interaction.

Fax

Select Fax if you want the program to send the attachment by fax (Microsoft Word documents only).

If you have filled in this field, the program automatically fills in the Correspondence Type field in the Create Interaction wizard or Segment window when you create an interaction.

Tip

For more information on how to work with fields and columns, see Work with Data. For assistance in finding specific pages, see Search.

Parent Tables

Table Location
Interaction Template Table Relationship Management
Interaction Template Table Relationship Management

See Also

Reference

Interaction Templates