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Creating Letters

The iMIS QuickLetter and Microsoft Word™ Integration (Letter System) tools enable you to write and send letters while you have the customer's record open in the Customer Portfolio. If you have created the Letter activity type, creating a letter for an individual customer generates an activity record for that customer.

To use the Letter System, Microsoft Word must be installed on your computer, and your administrator must enable the MSWord_Integration feature during the installation or upgrade process and specify a shared folder for your Word templates on the System Setup window.

In This Section

To create a letter for a single customer using QuickLetter

To add system variables to a letter created using QuickLetter

To change a letter format in 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

See Also

Customer Communication

Overview

Generating Customer Profiles

E-mailing Customers

Attaching Documents to Activity Records


ASI logo 10.6 Production Release. Updated 2/23/2006 10:23:41 AM
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