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To create a letter for a single customer using QuickLetter

  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 display the Letter Text window.

    You can create a standard letter, which you may customize, or you can create your own letter.

    • To create your own letter, click New and type the text in the white text entry box.
    • To use a standard letter, select Standard Letter on the Letter Text window to open the Find window.
    • Select a standard letter and click OK or double-click the letter to open it in the Letter Text window.

      Note: The bracketed text in the window tells iMIS to automatically access this information from the current system settings. For example, [today] automatically generates the current date and enters it into the letter.

  5. Enter text for the letter.
  6. Click Save as Standard on the Letter Text window to save the letter for this customer.
  7. Enter a Letter Name in the space provided.

    Note: Do not choose the same name as an existing iMIS Standard Letter. If you choose the same name as an existing Standard Letter, your letter replaces the Standard Letter, but revisions are overwritten during a System upgrade.

  8. Click Print. An activity record is created.

See Also

Creating Letters

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


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