Setup for Archived Recall Letters
To setup for archiving Recall Letters, do the following:
Access
NextGen® Enterprise PM
.
From the
Admin
menu, select
Preferences
, and then
Enterprise
.
The
Enterprise Preferences
window opens.
Select the
General
tab.
In the
Archive Letters
field, select the
Recall
check box.
To save changes and close the window, select
OK
.
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Setup for Archived Recall Letters
Help Guide for NextGen® Enterprise PM 8
Setup for Archived Recall Letters
To setup for archiving Recall Letters, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. In the Archive Letters field, select the Recall check box. To save changes and close the window, select OK. Parent topic: Archiving Recall Letters
Help Guide for NextGen® Enterprise PM 8
Setup for Archived Appointment Reminder Letters
To setup for archiving Appointment Reminder Letters, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. In the Archive Letters field, select the Appt Reminders check box. To save changes and close the window, select OK. Parent topic: Archiving Appointment Reminder Letters
Help Guide for NextGen® Enterprise PM 8
Setup for Archived Appointment Reminder Letters
To setup for archiving Appointment Reminder Letters, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. In the Archive Letters field, select the Appt Reminders check box. To save changes and close the window, select OK. Parent topic: Archiving Appointment Reminder Letters
Help Guide for NextGen® Enterprise PM 8
Set Up for Archived Budget Letters
To archive budget letters, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select the Budget (all types) check box from the Archive Letters list To save changes and close the window, select OK. Parent topic: Archiving Budget Letters
Help Guide for NextGen® Enterprise PM 8
Set Up for Archived Budget Letters
To archive budget letters, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select the Budget (all types) check box from the Archive Letters list To save changes and close the window, select OK. Parent topic: Archiving Budget Letters
Help Guide for NextGen® Enterprise PM 8
Set Up for Archived Statements
To archive statements, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select General. In the Archive Statements field, select Statement. Select OK. Parent topic: Archiving Statements
