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To e-mail a letter to a 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 open the Membership Standard Letters window.
  5. Select Standard Letter to open the Letter Find window and select a standard letter to modify.
  6. Enter text for the letter.
  7. Click E-mail on the Letter Text window to open your e-mail client system's message window.
  8. Select Send.

See Also

E-mailing Customers

To e-mail a customer from the Manage customers window

To e-mail a letter to multiple customers using QuickLetter

To send a broadcast e-mail from Microsoft Word using an e-mail merge

To view a customer's e-mail activity record


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