To create a new letter template (QuickLetter)
- From Customers, select Generate reports to open the Generate reports window.
- Select Letters from the Report Types list.
- Select a letter from the list of Available Reports.
- Click Options> Letter Text to open the Letter Text window.
- Place your cursor in the Title field, and enter a title for your new letter template.
- Place your cursor in the letter text area, and modify the letter template as necessary.
- Click Save as Standard to open the Letter Name window.
- Enter a name for your new letter template.
- Click Save to save the letter template.
- Click Close to close the Letter Text window.