Summary / TL:DR: This article provides instructions for sending a letter to a customer from Note Activity in Advantage.

Letters are associated with action codes which are tied to the Reason Category and Reason selected for the Note.

How to Create a Letter for Mailing

From the Customer Search Screen navigate to Note Activity
Enter the Reason Category, Reason and Action for the letter you would like to send
Click Send Response
The Context Key dialog box will appear
The Customer Number will automatically fill-in, enter the Item Number

You may also be prompted to enter the Order Number depending on the letter

6. When the action code is changed on a note, you may be prompted with a message about changing the action. Select Continue

7. The Send Response dialog box will appear, under the Communication Method, select Print Now

8. Click Print/Send

9. The Letter Review dialog box will appear, to make any adjustments to the letter, click Change, otherwise, click OK

10. A PDF will open up, print the letter

Some letters may have additional questions you are prompted to answer. This is based on the information contained within the body of the letter.

Wrap up

You should now be able to send a letter to a customer from Note Activity in Advantage.

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