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The Standard Text Register

You can use this register to build up a library of standard letters that you can then use at particular stages in the development of the relationship with a Customer. These standard letters can provide the texts that you will send to Customers using the Customer Letter register.

To enter a new Standard Text record, ensure you are in the CRM module and click the [Standard Texts] button in the Master Control panel or select 'Standard Texts' from the Registers menu. The 'Standard Texts: Browse' window opens, listing the available Standard Text records: to enter a new item, click the [New] button in the Button Bar. For each new Standard Text record, enter a Code and a descriptive Comment together with the letter text itself.

To save a Standard Text record, click the close box and elect to save changes.