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To create a new letter template (QuickLetter)

  1. From Customers, select Generate reports to open the Generate reports window.
  2. Select Letters from the Report Types list.
  3. Select a letter from the list of Available Reports.
  4. Click Options> Letter Text to open the Letter Text window.
  5. Place your cursor in the Title field, and enter a title for your new letter template.
  6. Place your cursor in the letter text area, and modify the letter template as necessary.
  7. Click Save as Standard to open the Letter Name window.
  8. Enter a name for your new letter template.
  9. Click Save to save the letter template.
  10. 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 edit a 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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