If you want to write a general letter to, or record an Attendance Note with, a Contact who is not in the current Workflow Milestone, you can go to the Case Contacts Page (under the Case Details Menu item) and click the Letters & History button for that Contact. The button is on the far right handle side of their entry in the Case Contacts Address Book below the Edit Contact button.
How do I write to someone who is not in the Workflow? Print
Modified on: Thu, 15 Jul, 2021 at 7:48 PM
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