ug10-2

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ug10-2 [2010/10/15 14:22] – external edit 127.0.0.1ug10-2 [2017/12/01 16:35] – external edit 127.0.0.1
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 ==== How to write a letter to one person ==== ==== How to write a letter to one person ====
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-  Select the Recipient on the selector or on the form. +  Select the Recipient on the selector or on the form. 
-  Open a **Contact Event** using **F2** or the **Expand** button +  Open a **Contact Event** using **F2** or the {{:make_contact_event_button.png|}} button. 
-  Select the **type** and enter a **Summary**. +  Select the **type** and enter a **Summary**. 
-  Click **Write Letter**. +  Click **Write Letter**. 
-  Select the Template to use as the base for your letter. +  Select the Template to use as the base for your letter. 
-  Click **Create** and MS Word is opened with the letter Template waiting to be completed. +  Click **Create** and MS Word is opened with the letter Template waiting to be completed. 
-  Standard and specific Fields including Recipient Name, Address, Salutation etc. can be inserted through **File** -> **Insert Fields**. Drag the field onto the letter and it will go to where the cursor is. +  Standard and specific Fields including Recipient Name, Address, Salutation etc. can be inserted through **File** -> **Insert Fields**. Drag the field onto the letter and it will go to where the cursor is. 
-  It can be printed or emailed from **File** menu. +  It can be printed or emailed from **File** menu. 
-  An envelope can be printed in C4, C5 or DL formats. +  An envelope can be printed in C4, C5 or DL formats. 
-  Summary information can be added. +  Summary information can be added. 
-  If the letter is saved it will appear on the **Letter Tab in read-only form but it can be re-printed with the **Edit/Print Letter** button and edited if, Contact Event editing is allowed.+  If the letter is saved it will appear on the **Letter Tab in read-only form but it can be re-printed with the **Edit/Print Letter** button and edited if, Contact Event editing is allowed.
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 \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]] \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]]
 \\ Back to [[UG10-00]] \\ Back to [[UG10-00]]
  
  • ug10-2.txt
  • Last modified: 2018/04/11 15:58
  • by Shelley Hunter