Creating letter type codes

Menu 10.7.80

You can create letter type codes to exclude accounts from receiving letter/notices. After you create the code, enter the code into the Client Control record, in field 314 - LTR Code Exempt. For instructions, see Assigning letter type codes to a client.

To create a letter type code:

1. From the Master menu, navigate to Management Strategy > Correspondence > Letters/Notices (menu 10.7.80).

   

2. In the Letters/Notices Setup window, select Letter Type Codes, and press Enter or click Ok.
3. In the Letter Type Codes window, to assign a new letter type code to a letter/notice, select a letter/notice without a description next to it.
4. In the Enter Letter Type Description window, do one of the following:
   • To enter a new Letter Type description, type a description, and press Enter or click Ok.
   • To update an existing Letter Type description, press Enter or click Ok. Proceed to Step 6.
5. At the Limit letters by status code? prompt, do one of the following:

   • To ensure that letters/notices are not sent to accounts with certain status codes, click Yes.

     Some letters/notices may have a legal status code while other letters/notices are not part of the legal process.

   • To ensure letters/notices are not limited from being sent to accounts, click No and do one of the following:
     • To save the letter type description, at the OK to File? prompt, press Enter or type Y, and press Enter.
     • To discard your changes, at the OK to File? prompt, type N, and press Enter.
6. In the Letter Types window, do one of the following:
   • To send letters/notices of this type to accounts with the status codes you list, select Include by Status Code, and press Enter or click Ok.
   • To exclude letters/notices of this type from being sent to accounts with the status codes you list, select Exclude by Status code, and press Enter or click Ok.
7. In the Enter New Status code to "Include or Exclude" (DEL,?) window, do one of the following, and press Enter or click Ok.
   • Type the status code to include or exclude. Repeat as necessary.
   • To view a list of status codes, type ?.
     • In the Status Codes window, select a status code from the list to include or exclude, and press Enter or click Ok. Repeat as necessary.
   • To delete a status code, type DEL.
     • In the Enter Status Code to Delete window, type the status code to delete, and press Enter or click Ok. Repeat the step as necessary.
8. In the Enter New Status Code to Include or Exclude (DEL, ?) window, click Cancel.
9. At the OK to File? (Y, N, /) prompt, do one of the following:
   • To save your changes, type Y.
   • To discard your changes, type N. Go back to Step 3.
   • To go back and make changes, type /.