1. Select the Recipient on the selector or on the form.
2. Open a Contact Event using F2 or the button.
3. Select the type and enter a Summary.
4. Click Write Letter.
5. Select the Template to use as the base for your letter.
6. Click Create and MS Word is opened with the letter Template waiting to be completed.
7. 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.
8. It can be printed or emailed from File menu.
9. An envelope can be printed in C4, C5 or DL formats.
10. Summary information can be added.
11. 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.

Back to Online Users Guide
Back to Contact Management