Difference between revisions of "Email Correspondence Maintenance"
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(Created page with "=='''Overview of NA67UPD'''== Category:Mail Merge Category:Name/Address") |
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=='''Overview of NA67UPD'''== | =='''Overview of NA67UPD'''== | ||
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| + | In order to properly utilize electronic (email) correspondence, your organization must have a website configured to be updated with account statements and other notices to your constituents/borrowers. For example, utilizing DDI's Online-CEF product. If you are not configured to use this system, please contact DDI for assistance. | ||
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| + | The first step in configuring electronic correspondence is to set up your email types. This is done via the Email Correspondence Maintenance screen. To access the screen: | ||
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| + | * From the DDI Connect main menu, double-click Name/Address | ||
| + | * Double-click Setup | ||
| + | * Double-click Email Correspondence Maintenance. You will see a screen similar to this one: | ||
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| + | [[File:Email Correspondence 1.png]] | ||
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[[Category:Mail Merge]] | [[Category:Mail Merge]] | ||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
Revision as of 14:20, 28 February 2012
Overview of NA67UPD
In order to properly utilize electronic (email) correspondence, your organization must have a website configured to be updated with account statements and other notices to your constituents/borrowers. For example, utilizing DDI's Online-CEF product. If you are not configured to use this system, please contact DDI for assistance.
The first step in configuring electronic correspondence is to set up your email types. This is done via the Email Correspondence Maintenance screen. To access the screen:
- From the DDI Connect main menu, double-click Name/Address
- Double-click Setup
- Double-click Email Correspondence Maintenance. You will see a screen similar to this one:
