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To edit a letter template

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.

Note: When using the Letter System, you will need to close any other instances of MS Word that you may have open.

  1. From Customers, select Generate reports.
  2. Select Letters from the Report Types list.

    Note: The Available Reports list is empty. Letter reports are selected on the Membership Standard Letters window.

  3. Click Letter System to open the Membership Standard Letters window.
  4. Select the letter to edit.
  5. Click Edit to open the .DOC file in MS Word.
  6. Apply edits as necessary.
  7. Save the file, and close MS Word.

See Also

Using the MS Word Letter System for Letter Reports

Authorization for the Letter System

To use the Letter System from the Reports menu

To specify a shared folder for MS Word templates

To create a new letter template

To add additional fields to a template

To format letter merge data with field switches

To change the sort order of letters created using the Letter System

To mass merge a letter

To mass merge an e-mail letter (Office 97, 2000)

To mass merge an e-mail letter (Office XP)

To delete a letter

To view a letter or e-mail activity

Troubleshooting the Letter System

To disable the Letter System


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