How to write a letter to one person [iqx]

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.

=== How to write a letter to one person ===
\\
  *   Select the Recipient on the selector or on the form.
  *   Open a Contact Event using **F2** or the {{:make_contact_event_button.png|}} button.
  *   Select the **type** and enter a **Summary**.
  *   Click **Write Letter**.
  *   Select a template from the list to use as the base for your letter by double clicking or use a word document you already have saved out-with IQX and MS Word will open.
  {{:write_letter_1.png|}}
  *   Amend/complete the letter as required.  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.
  {{:write_letter_2.png|}}
  *   After printing or emailing Save and Exit to return to the contact event screen.
  *   The letter will be available to view from the Letter Text on the left hand side.  It can also be edited and reprinted from here using the Edit/Print Letter button. (After editing, the letter must be saved for the changes to be reflected in the Letter Text screen).  
{{:write_letter_3.png|}}

\\
\\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]]
\\ Back to [[UG10-00]]