Adding Custom Fields for Check Letter 8A | Scribe

    Adding Custom Fields for Check Letter 8A

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    • 0 step |
    • 3 minutes

    Leads Object

    Alert! Sending this mail piece from the **Leads** object requires filling in the following fields:\ \ \- Direct Mail Offer Amount\ \- Opt-out URL\ \ Sending this mail piece from the **Opportunity** object requires filling in the following fields:\ \ \- Direct Mail Last Offer Made\ \- Opt-out URL
    Click "Leads"
    Click here.
    Click here.
    Click "Page Layouts"
    Select each page layout that is to be used with this mail piece and complete the following steps
    Click and drag "Direct Mail Offer Amount" and "Opt-out URL" onto the page layout
    Click "Save"

    Opportunities Object

    Click "Opportunities"
    Click "Page Layouts"
    Click "Opportunity Layout"
    Click and drag "Direct Mail Last Offer Made" field onto the page layout near the standard "Last Offer Made" field. **Note that the separate "Direct Mail Last Offer Made" field is necessary, as the Direct Mail package and Left Main core packages are kept separate.**
    Click and drag the "Opt-out URL" field onto the page layout
    Click "Save"

    Preview Check Letter 8A

    Select an opportunity record
    Input values in the "Direct Mail Last Offer Made" and "Opt-out URL" fields and click "Save"
    From the Opportunity object, check the box next to the appropriate opportunity
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