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To change a letter format in QuickLetter

In the iMIS standard letter system, you can use the Letter Format option to change the following:

To modify any of these settings, follow these steps:

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find the customer's record.
  3. Select the Letters tab.
  4. Click New Letter to open the Letter Text window.
  5. Click Standard Letter on the Letter Text window.
  6. Select and open a Standard Letter in the Find window.
  7. Select Options on the Letter Text window (in the upper right corner).
  8. Select Letter Format and choose a format for your letter.

    Note: The Letter Format options correspond to the six available letter report formats on the Report Specifications window.

    • If you want to print on letterhead paper (where your letterhead is at the top of your paper), make sure you pick a format that begins with the words No Heading. If your letterhead is along the left side of your paper, select a letter format that includes the words 5" Print Width.
    • If you want to print your organizational header at the top of the letter and your header was specified in system setup, pick a format that begins with the words iMIS Standard.
  9. Click Save as Standard on the Letter Text window to save the letter for this customer and open the Letter Name window.
  10. Enter a descriptive name for the letter and click OK to save the letter.
  11. Set your report destination to screen (File> Report Destination) to see a preview of your letter. To actually print your letter once you approve of the page preview, select P in the top right corner of the window.

    When you close the customer record and then reopen it, you can select the Letters tab to see a history of the records sent to the customer. The letter you just created and printed will be listed there.

  12. From Customers, select Manage customers to open the Customer Portfolio.
  13. Find the customer's record.
  14. From Customers, select Generate reports to open the Generate reports window.
  15. Select Letters from the Report Types column.
  16. Select a letter from the Available Reports column.

    Note: Sample MS Word templates cannot be used with QuickLetter.

  17. Click Run to open the Member/Contact Selections window.
  18. Select Individual Only from the Member/Nonmember category.

    The template opens with the text displayed. Select the Print icon to print the letter.

See Also

Creating Letters

To create a letter for a single customer using QuickLetter

To add system variables to a letter created using QuickLetter

To merge a letter for a single customer using the Letter System

To merge an e-mail letter for a single customer using the Letter System (Office 97, 2000)

To merge an e-mail letter for a single customer using the Letter System (Office XP)

To view a customer's letter activity record


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