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To enter a Letter activity

  1. Open a customer's record in the Manage customers window.
  2. Select the Letters tab.
  3. Click New Letter to open the Membership Standard Letters window.

    Note: When you click New Letter, the MS Word Letter Integration (Letter System) will launch if it is installed. If it is not installed, then the standard QuickLetter will launch. For more information, see Creating Letters.

See Also

Managing Letter Activities

Manage customers window - Letters tab

To view a Letter activity

To edit a letter activity

To delete a letter activity


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