The Order|Order History|Correspondence page displays the date and time, along with the customer’s name and address for each print record associated with the order.
The following table describes the available search fields.
| Field |
Description |
| Code |
The code for the correspondence. |
| Correspondence Type |
The type of correspondence:
- Ad Hoc: An ad hoc message to the customer
- Business Intelligence: A message created via a Business Intelligence query
- Delivery: An order item delivered to the customer
- Email: An email message sent to the customer
- Forwarding: Tickets have been forwarded to the customer from another customer
- Gift: A gift was made and a thank you letter was generated for the customer
- Invoice: An invoice was sent to the customer
- Referrer: Another customer had referred the customer
- Tax Receipt: A tax receipt was generated for a donation by the customer
|
| Reference |
A reference code for the correspondence |
| Last Name |
The last name of the customer contact who received the correspondence |
| Description |
A description for the correspondence |
| Status |
The status of the correspondence, 'Success' or 'Failed' |
| Amount |
The amount of donation or item associated with the correspondence. |
| Solicitation Amount |
For donation solicitations, the amount of the donation ask of the customer. |
| Additional Info |
Any additional information for the correspondence |
| Correspondence Date |
The date range the correspondence was made to the customer. |
| Response Due Date |
The date range by which the customer must reply to the correspondence. |
| Page Size |
Enables you to specify the number of records to display per page returned in the results. |
Once you perform a search, the results appear in the correspondence section.
The following table describes the fields on this page.
| Field |
Description |
| Correspondence Date |
The date the correspondence was sent to the customer. |
| Code |
The code associated to the correspondence record. |
| Correspondence Type |
The type of Correspondence:
- Ad Hoc: An ad hoc message to the customer
- Business Intelligence: A message created via a Business Intelligence query
- Delivery: An order item delivered to the customer
- Email: An email message sent to the customer
- Forwarding: Tickets have been forwarded to the customer from another customer
- Gift: A gift was made and a thank you letter was generated for the customer
- Invoice: An invoice was sent to the customer
- Referrer: Another customer had referred the customer
- Tax Receipt: A tax receipt was generated for a donation by the customer
|
| Reference |
A reference code for the correspondence. |
| Last Name |
The last name of the customer contact to whom the correspondence was sent. |
| Description |
A description for the correspondence. |
| Amount |
The amount of the order item associated with the correspondence. |
| Solicitation Amount |
For donation solicitations, the amount of the donation ask of the customer. |
| Response Due Date |
The date by which the customer must reply to the correspondence. |
| Owner |
The user who sent the correspondence and hence owner of the correspondence record. |