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How do you link a new letter to Communications Page

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helene
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How do you link a new letter to Communications Page

Post by helene » 18 Feb 2021, 16:02

SAGE 50 ACCOUNTS Version 26.2.139.0
REPORT DESIGNER Version 4.0.179.0
SBD Desktop Version 15.0.91.0

I have created a new letter to send in bulk to selected customers. How do I set this letter to link to the Communications Page for each customer automatically. I've 900 customers and don't want to have to go into each customer record individually to show that this letter has been sent to them.

Thanks

Helne

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brucedenney
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Sage Version: v2017 23 UK/Europe/Africa

Re: How do you link a new letter to Communications Page

Post by brucedenney » 18 Feb 2021, 16:51

Assuming the report is configured to record a communication, you just email them and it asks if you want to update the history.

I would check first by running a single one, because in some cases on some reports the communication update isn't enabled.

Those upgraded from earlier versions and if you start from scratch seem to have the issue, this also happens with statements.
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helene
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Joined: 05 Jan 2009, 10:34

Re: How do you link a new letter to Communications Page

Post by helene » 18 Feb 2021, 17:29

Thanks for your reply Bruce.

I have tested the letter and it emails ok to customers but doesn't give the option to update communications . I remember that we did have that option when sending Credit Control letters and statements.

Are you able to advise me on how to configure the letter/report to record a communication?

Thanks

Helene

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brucedenney
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Re: How do you link a new letter to Communications Page

Post by brucedenney » 19 Feb 2021, 11:11

There are only 2 ways to fix this.

1/ Take an existing letter that already works and do a save as and then alter it.

2/ Contact sage support and ask them to fix it.

Option 1 is quicker
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