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Sheets: Referral Letter Setup 

Referral letters are a type of Sheet.  To create or send a letter to a referral, you must set up at least one custom sheet with a type of ReferralLetter. 

1. In the Main Menu, click Setup, Sheets.
2. Copy a sheet or create a new one.

  • Highlight the internal Referral Letter sheet and click Copy.  Then double click the custom sheet. 
  • Click New and create a new custom sheet with an ReferralLetter type. 
  • Double click an existing custom sheet of ReferralLetter type to edit.
  • Highlight an existing custom sheet of ReferralLetter type, then click Duplicate to copy it.

Below is a copy of the internal sheet Referral Letter.

3. Change the sheet as needed.

4. Click OK to save.

 

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