Correspondence module

The Correspondence module holds details about communications (email, letter, phone call, etc.) between the Registry and its clients / stakeholders. A Correspondence record relates to a particular matter and records each receipt of, and reply to, a piece of correspondence (email, letter, phone call, etc.) in this matter. A full history of correspondence in a matter is maintained.

A Correspondence record includes:

  • Classification details of the correspondence (Type, Category and Status).
  • The name and contact details of the person who initiated the correspondence or who the correspondence is directed towards.
  • A link to a POS record if the correspondence relates to a POS transaction.
  • Details of the receipt of, and reply to, a piece of correspondence in a particular matter.

Note: The Correspondence module has been superseded by the more feature rich Communications module (although clients may continue to use the Correspondence module).

Typical Correspondence module tabs and their purpose

Tab Description

Contact

Records:

  • Classification details of the correspondence (Type, Category and Status).
  • The name and contact details of the person who initiated the correspondence.
  • A link to a POS record for use if the correspondence relates to a POS transaction.

Details

Each row in the Correspondence List holds details of the receipt of, and reply to, a piece of correspondence in a particular matter.

Tasks

See Tasks tab for details.

System Notes

See System Notes tab for details.

Notes

See Notes tab for details.

Multimedia

See Multimedia tab for details.

Security

See Security tab for details.

Audit

See Audit tab for details.

Admin

See Admin tab for details.