Project Correspondence

Project Correspondence has Letters, Memoranda, Conference Memoranda, Phone Call Minutes, Emails, Transmittals and All Correspondence.

Project Correspondence

All Correspondence

The “All Correspondence” button is a list of letters, memoranda and fax memoranda, conference memoranda, phone call minutes, Emails sent from Integratis, Letters of Transmittal and Fax Transmittal all in one list to facilitate finding correspondence.

Emails

Emails is a list of emails sent from Integratis that are related to a project. Click the “plus sign” to create a project-email relationship and the email form will appear. Select or type desired information. If the email address does not appear, click on “Update Email Address.” Keep in mind that Project Ally will only insert the Contact’s  “Email Address” number. The automatic update may be overwritten by cutting/pasting or typing in a different number.  To jump to Contact Information click on button to the left of the “Email Address” and then the “Back” button to return again. Click the “Send Email” button which transfers the email into your email client (it may be in the “Drafts” folder in your email client.) To attach a file, open the draft message in your email client and attach file as usual (for accurate records, be sure to note any attachments in the attachments field). To attach your “signature” to email, use “insert signature” or equivalent in email client (make sure your “signature” has been created in your email client). Then press printer icon to print and/or press Continue to return to list of emails. Click the arrow button on the left side of the list of emails portal to access emails again.

Filemaker is not compatible with all email clients so refer to Filemaker Help for more information. 

Phone Calls

Phone Calls is a list of phone call minutes that are related to a project. Click the “plus sign” to create a project-phone call relationship and the phone call form will appear. Select or type desired information, press printer icon to print and/or press Continue to return to list of phone calls. Click the arrow button on the left side of the list of phone calls portal to access phone calls again.

Transmittals

Transmittals is a list of letters of transmittal that are related to a project. Click the “plus sign” to create a project-transmittal relationship and the transmittal form will appear. Select or type desired information, press printer icon to print and/or press Continue to return to list of transmittals. Click the arrow button on the left side of the list of transmittals portal to access transmittals again.

Letters

Letters is a list of letters that are related to a project. Click the “plus sign” to create a project-correspondence relationship and the letter form will appear. Select or type desired information, press printer icon to print and/or press Continue to return to list of letters. Click the arrow button on the left side of the list of letters portal to access letters again.

Memos

Memos is a list of memoranda and fax memoranda that are related to a project. Click the “plus sign” to create a project-memo relationship and the memo or fax memo form will appear. If creating a fax memoranda and the fax number does not appear, click on “Update Fax Number.” Keep in mind that Project Ally will first insert the Contact’s  “Direct Fax” number, then “Other 1”, then “Other 2”, then “Other 3” if it’s label contains the word “Fax.” The automatic update may be overwritten by cutting/pasting or typing in a different number.  To jump to Contact Information click on button to the left of the Fax Number and then the “Back” button to return again. Select or type other desired information, press printer icon to print and/or press Continue to return to list of memos. Click the arrow button on the left side of the list of memos portal to access memos again.

Conference Memos

Conference Memos is a list of Conference Memoranda that are related to a project.  Click the “plus sign” to create a project-conference memo relationship and the conference memo form will appear. Select or type desired information, press printer icon to print and/or press Continue to return to list of conference memos. Click the arrow button on the left side of the list of conference memos portal to access conference memos again.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk