Select from the following to help configure correspondence functionality:
Roles and Permissions
The permissions apply to the Correspondence functionality and are described in the following table:
|
Permission… |
Allows users to... |
|---|---|
|
Correspondence |
View, create and update correspondence records. |
|
CorrespondenceReferenceData |
View, create and update Correspondence Reference Data. |
Refer to Managing Roles for further information
System Settings
The only system option (accessed by navigating to Tools > System Options and then clicking the System Options button) applicable to the correspondence functionality is the Correspondence Auto Unique Numbering (in the Auto Numbering group) – this determines whether to allow the system to automatically generate new correspondence numbers. Enter ‘False’ to disable the function.
Reference Data
The following reference data applies to the correspondence functionality:
-
All items in Correspondence Reference Data (accessed by navigating to Business Continuity > Correspondence > Correspondence)
-
Action Type in Core reference data (accessed by navigating to Functions > Core > Reference Data > Core)