Category of a standard letter/SMS
The category of a standard letter determines the displays from which the standard letter can be sent as well as the variables that can be inserted. The category of a letter is chosen during its creation.
See from what displays a standard letter can be sent
- Go to the wanted tab:
- Place the cursor on the category of the concerned letter: a tool tip lists the displays from which the standard letter can be sent.
Modify the category of a standard letter
- Go to the wanted tab:
- You cannot modify the category of the standard letters/SMS created by default. To modify the category of the standard letter/SMS that you have created, double-click in the column Category and choose another category in
the window that is displayed: if the variables are not available for the new category, they will be deleted from the standard letter/SMS.