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To edit a letter template (QuickLetter)

If you modify a template that was previously used to create activity records and you create new activity records based on the modified template, the letter text in the new activity records will show the original letter text before it was modified. If you want the new activity records to reflect the new text, create a new template.

  1. From Customers, select Generate reports.
  2. Select Letters from the Report Types column.
  3. Select a letter from the list of Available Reports.
  4. Click Options> Letter Text to open the Letter Text window.
  5. Modify the letter as necessary.
  6. Click Save as Standard. The Letter Name window opens.
  7. Click Save. A message prompts you to replace the current letter.
  8. Click Yes.
  9. Click Close to close the Letter Text window.

See Also

Using the QuickLetter System for Letter Reports

To use QuickLetter from the Reports menu

To create a new letter template (QuickLetter)

To add additional fields to a template (QuickLetter)

To mass merge a letter (QuickLetter)

To mass merge an e-mail (QuickLetter)

To delete a letter (QuickLetter)

To view a letter or e-mail activity (QuickLetter)


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