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This text refers to program version 6.2  

Standard Texts

You can use this setting 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 or Supplier. These standard letters can provide the texts that you will send to Customers or Suppliers using the Customer Letter register.

To enter a new Standard Text record, ensure you are in the Contact module and click the [Settings] button in the Master Control panel. Then, double-click 'Standard Texts' in the list. The 'Standard Texts: Browse' window opens, listing the available Standard Text records: to enter a new record, 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 [Save] button, or click the close box and choose whether or not you want to save changes.

If you attach files to a Standard Text record and then use the Standard Text in a Customer Letter, the files will be attached to the Customer Letter when you save it. If you will be sending the Customer Letter by email using the 'Send Email' Operations menu function, the files will be attached to the emails. This can be useful when sending brochures, price lists, product sheets, etc.

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Settings concerned with Customer Letters:

• Introduction
  

• Number Series - Customer Letters
  

• Standard Texts

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• Home page for Customer Letters manual
  

• Home page for Standard CRM manual

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