Address Change Letter
When a change to an existing client address is made, OIPA can automatically spawn an activity on the Client Activity screen that will generate an Address Change Letter. This will all happen automatically if configuration is in place to support this functionality.
A prototype example was added below to demonstrate how this process works.
Steps to Process the Address Change Letter Activity
- Log in using a Prototype Company user name and password. This will provide access to the prototype company where the sample activities are configured.
- Search for a client. If no clients exist, create a new client and add one address record.
- Click Address in the Entity Navigation list of the Client screen and select the Residence address. If one does not already exist add a Residence address.
- Make a change to the address and then save the change.
- Click Add Activity on the Action list below the Entity Navigation list.
- Notice the ClientAddressChangeLetter activity is listed in pending status on the Activity screen.
- Process the activity by clicking the process icon of the activity in the Activity screen. If configured, a letter is generated at this point.