Tracking and entering outgoing mail:

This screen gives you the option to look up, make new entries, post mark them and delete them.

1. Click on Agency Tools and select Mail Center.
2. From the Mail Center Options menu, select Mail Log. 
3. This screen will display the following information :
   • Date Sent - Date the mail was sent out
   • Mail Type - The type of mail (i.e. letter, check, payment, etc)
   • Agent - The agent who sent out the mail.
   • For Customer - The customer associated with the entry.
   • Postmarked By - This notes the date and the agent who post marked it.
4. To add a new entry:
   • Click on the Make a new Entry button
   • Fill out the details of the mail and then save it.
5. To find mail for specific customers in a date range:
   • Enter a customer's name inthe Customer entry field.
   • Select a date range
   • Click ont he Find button.
6. To exit the screen click on Done