In Sheets, double-click a referral letter.

Before creating or sending a letter to a referral, you must set up at least one custom sheet with a type of ReferralLetter.

Also see Referral Letter.

In the Main Menu, click Setup, Sheets.

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.

Change the sheet as needed.

Sheet Def Properties

Sheet Field Types