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This text refers to program version 6.2  

Entering a Customer Letter

To open the Customer Letter register, ensure you are in the Contact module and click the [Letters] button in the Master Control panel. The 'Customer Letters: Browse' window is opened, showing records already entered.

To enter a new Letter, click [New] in the Button Bar or use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, select a Letter similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Customer Letter: New' window is opened, empty if you clicked [New] or containing a duplicate of the highlighted Letter. In the case of the duplicate, the Date and Time of the new record will show the current date and time, not those of the original Customer Letter.

Since the amount of information stored about each Letter will not fit on a single screen, the Customer Letter window has been divided into five cards. At the top of each is the header. This contains the Letter Number and Date. There are five named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards.

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In this chapter:

• Introduction
  

• Entering a Customer Letter, including:
  
  • Header
    

  • 'Customer Selection' card
    

  • 'Cat/Class Selection' card
    

  • 'Header' card
    

  • 'Text' card
    

  • 'Address' card
  
  
• Inspecting and Approving Customer Letters
  

• Printing Customer Letters
  

• Operations menu

Go back to:

• Home page for Customer Letters manual
  

• Home page for Standard CRM manual

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