Step 2 - Setup the WP Template

Before you begin

To automatically generate the CC field(s) when typing a letter, WP fields are required to be setup in the template.

Procedure

  1. Within Bluechip, select Setup > Templates > WP. The WP Template Setup window appears.
  2. Highlight the required template and then click Edit
  3. Take the cursor to the bottom of the template and press Enter to leave a required space from the last entry. Type CC: and press Enter twice to again leave a required space.
  4. From the WP Fields menu, select Account the appropriate Addressee > Name and Address.

    For example. in Account Contacts setup, new account contacts were entered in fields 2 and 3. Therefore, we are required to select the first CC as Addressee2.
  5. Repeat the previous step if an additional Account Contact was added at the setup stage. In this example there was a second Account Contact required. Therefore, press Enter to leave a required space, go back into the WP Fields menu > Account, select Addressee3, and select Name and Address.
  6. This will generate the WP Fields to the template for the CC setup.
  7. Click the Save icon to save the template.

Results