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Support Help for Creating Complex Matters Lists
Select Brothers
If you need to add brothers, click "Find Brother" and another 'picking' form will open. Type the first three letters and if the name does not come up, simply scroll down through the list to find the brother you would like to add. Then click return and the program will ask which order you would like to add him in at. Then return to the form and he should be listed.
Add Comments
Type in the field to the right of the brothers name and enter some helpful comments as the branch directs. This will then be available for printing later.
Removing a Listing
To remove a name, click on the Delete Icon in the portal
Printing
Be sure to add a few brief comments to the beginning and ending of your letter on the tab marked "Letter" and add the brothers you had assist you. Then click "print the letter". You can preview the letter and then print it out to send to the branch.
Related Video Tutorials
- Entering Information for SPC - Review what is involved in entering SPC Data
- Performing Searches - Get detailed information from the database