It is not possible to readdress a letter once you have saved a referral reply letter. You would need to cancel the letter and start again.
If you have not yet saved your Referral Reply letter, you can choose the Readdress option
and search for a new recipient.
If you are using Open> Import Transcribed Letters to import letters created by your typist, you can change the Addressee at the Import screen. Simply double click in the Addressee column for the letter and you will be presented with the Address Book search window. Search for your new recipient and select OK. Once you import the letter, whoever is listed in the Addressee column is who Genie will make the Addressee in the letter.
Comments
1 comment
In the Recent announcement from Genie:
"an issue we have found in the 9.3.8 15 October 2020 release of Genie. It has been brought to our attention that when using the re-address icon in a referral / reply letter, the Address Book fields within the body of the letter do not update accurately.
The recipient information at the top of the window, however, is updated correctly. We are looking at re-releasing Genie v9.3.8 early next week, and will contact you again once this has become available.
In the interim, you will need to delete and re-add the Address Book fields in the body of the letter if you are using the re-address icon"
Your fix is slightly more complicated than needs to be (unless of course you have already populated the body of the letter before re-addressing), 2 easier fixes, 1. Re- address before choosing the template or 2. change the template then switch back to the original/correct template and the address will be updated, saves having to work out what to delete and what to leave. hope this is helpful
Dr Brian Conway Adelaide