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To view a customer's letter activity record

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find the customer's record.
  3. Select the Activities-All tab.
  4. Select Letter from the drop-down list.
  5. Select a letter activity to open in the Activity Detail window.

    Note: A given LETTER activity will reflect a letter's text only when that text differs from the permanent text stored in the letter template. For example, if you send a letter to all of your customers but add additional information (such as an answer to a customer's question) to only one of the letters, the entire text of that letter would be stored for that customer's LETTER activity.

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 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)


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