Previous Topic

Next Topic

To view a letter or e-mail activity

Activities for a letter or e-mail can be viewed on either the Letters tab or the Activities-All tab.

The letter text associated with the template is saved to the Activity_Attach.ATTACH_TEXT table. Once a template is saved, all future letter activities will use the original template, regardless if the template is changed.

  1. To view a letter from the Customers module:
    1. Select Manage customers.
    2. Find a customer record with a LETTER or EMAIL activity record.
    3. Select the Activities-All tab.
    4. Double-click an EMAIL or LETTER activity to open the Activity Detail window.
  2. To view an EMAIL or LETTER activity through the Letters tab:
    1. From Customers, select Manage customers.
    2. Find a customer record with a LETTER or EMAIL activity record
    3. Select the Letters tab.
  3. Double-click the letter or e-mail line item to open the Activity Detail window.

The Letters tab

See Also

Using the MS Word Letter System for Letter Reports

Authorization for the Letter System

To use the Letter System from the Reports menu

To specify a shared folder for MS Word templates

To create a new letter template

To edit a letter template

To add additional fields to a template

To format letter merge data with field switches

To change the sort order of letters created using the Letter System

To mass merge a letter

To mass merge an e-mail letter (Office 97, 2000)

To mass merge an e-mail letter (Office XP)

To delete a letter

Troubleshooting the Letter System

To disable the Letter System


ASI logo 10.6 Production Release. Updated 10/5/2005 3:50:57 PM
© 2009 by Advanced Solutions International, Inc. All rights reserved.