Correspondence

Use Correspondence records to record written communications related to your projects.

Correspondence

Page Title Section

Page Title Section

Record Tabs

Header Fields Section

3. Header Fields Section

The fields that show depend on your security settings and may include:

Project Field - Required
Phase Field
Correspondence # Field - Required. An alphanumeric ID for the record.
Description Field
WBS Field
Category Field
Date Field - The date the record was created
Priority Field
CSI Code Field
Reference Field
From and To Fields - Contact Field
Status / Revision Fields
User Assigned Field
User Due Date Field

Details Section

4. Details Section

Notes (RTF) Field