Differences

This shows you the differences between two versions of the page.

--- ug10-2 [2013/03/20 17:00] – barbara
+++ ug10-2 [2018/04/11 15:58] (current) – Shelley Hunter
@@ Line 1: / Line 1: @@
-==== How to write a letter to one person ====
+=== How to write a letter to one person ===
 \\
-  - 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 {{:make_contact_event_button.png|}} 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 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.
-  - Click **Create** and MS Word is opened with the letter Template waiting to be completed.
+  {{:write_letter_1.png|}}
-  - 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.
+  *   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.
+  *   It can be printed or emailed from File menu.
-  - An envelope can be printed in C4, C5 or DL formats.
+  {{:write_letter_2.png|}}
-  - Summary information can be added.
+  *   After printing or emailing Save and Exit to return to the contact event screen.
-  - 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.
+  *   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]]