Referral Letter

To generate a referral letter, open the individual event from within the Group Event.

  1. Document the events and click Save.
  2. Click the Letters tab towards the top.
  3. Click the new letter button.

    Picture 32

  4. The New Letter screen opens.
  5. To make this letter a referral, check the Referral checkbox and enter a Respond by Date.

    Picture 33

  6. Complete and save the Referral letter.
  7. The letter has the referral features included in the letters grid.

Picture 34