View Client Correspondence History
1. Open the Client record.
- Open the Client record.
- Open the View menu at the bottom of the window.
- Select Correspondence from the list. This will open a list view of all Correspondence items for that Client.
Call AV Support: 828-692-3301 ext. 2
Click here to E-mail AV Support
Support requests can be also created and followed via the AcctVantage Support portal.
When submitting a support ticket, it's helpful to know your AcctVantage Version Number.