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titleTo set up correspondence
  1. On the Home screen, click Correspondence.
  2. To create a new letter or email, click New.
  3. Enter a name and description for the correspondence. Click the Document Type list and select a type. Enter notes in the Notes field.
  4. To open the editor, click Create. Type a letter in the editor, inserting data fields as needed.
  5. To save your changes and return to the correspondence list, click OK. HeadMaster automatically saves the document for use within the program. To save the letter for use in another program, on the File menu, click Save As. In the File Name field, enter a name for the file. Click Save.
  6. To generate the letter, click Print or E-mail, depending on what you want to do with the document. One letter will be created for each individual who is a member of the group selected in Document Type. For example, if you selected Student, then a letter will be generated for each student. If you would like to filter the recipient list, click the Filter/Search tab.
  7. To close the Correspondence window, click OK. You may return to the Correspondence window to edit letters and emails at any time.

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Fd panel
titleAdditional Field Descriptions

Copy to Sender

Do Not Copy – The default selection. The sender receives no email copies

Carbon Copy (1 per E-Mail) – The sender receives a carbon copy of each email.

Blind Carbon Copy (1 per E-Mail) – The sender receives a blind carbon copy of each email.

Copy original message to sender – The sender receives a single copy of the email, even if there are multiple recipients. If the sender created the email message using text fields, the sender receives a copy of the email containing the default text fields. For example, if the sender inserted the Birth Date field in the email message, the email copy will contain <dbtext>Birth Date</dbtext> instead of each email recipient's actual birth date information.



Related topics

Generate and Log Correspondence