Most recalls take the form of Print recalls and are linked to recall letter templates. You can create your own recall letter templates, which you can then assign to recall types. Before you edit a recall letter template, ensure that a letter based on the template is not currently open.

1.      Select Setup > Templates > Recalls. The Recall Template Setup window appears.

2.      Then;

o      To create a new Recall Template, click  The New Recall Template window appears

o      Name the template and then click to continue. Go to Step 3.

o      To edit an existing Recall Template, select the template and click  Go to Step 3.

o      To rename an existing Recall Template, select the template and click

o      To export an existing Recall Template, select the template and click  The template will be exported in Rich Text Format (RTF).

3.      The Recall Template opens in edit mode. Design/edit your Recall Template as desired, closing the editor when you have finished.