Entering a Customer Letter - Text Card
This page describes the fields on the 'Text' card of the Customer Letter record. Please follow the links below for descriptions of the other cards:
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The 'Text' card contains the text of the letter. You can bring this in from the
Standard Text register using 'Paste Special' (in which case you can modify it here for this mailing only) or you can write it here as a one-off letter.
If you will send a Customer Letter by email, you can place the following expressions in the Text if you want the mail text to include information taken from the relevant Customer or Supplier record:
| Expression | Prints |
| |
| ?CUr.Name? | Name |
| ?CUr.InvAddr0? | Invoice Address line 1 |
| ?CUr.InvAddr1? | Invoice Address line 2 |
| ?CUr.InvAddr2? | Invoice Address line 3 |
| ?CUr.InvAddr3? | Invoice Address line 4 |
| ?CUr.InvAddr4? | Invoice Address line 5 |
| ?CUr.Phone? | Telephone |
| ?CUr.eMail? | Email |
| ?CUr.RegNr1? | Reg. No. 1 |
| ?CUr.RegNr2? | Reg. No. 2 |
| ?CUr.VATNr? | VAT Reg. No. |
| ?CUr.Comment? | Comment from the 'Company' card |
| ?CUr.Comment0? | first line of the Comment from the 'Comments' card |
| ?CUr.Person? | Primary Contact |
For example, you can include some of these expressions in a mail asking for confirmation of address details, as follows:
- Dear ?CUr.Person?
- Please can you confirm your company's address as ?CUr.InvAddr0?, ?CUr.InvAddr1?, ?CUr.InvAddr2?, ?CUr.InvAddr3?, ?CUr.InvAddr4? and the telephone number is ?CUr.Phone?.
- Sincerely
If you send the letter to Contact Persons (i.e. you have selected the
All Contact Persons option on the
'Customer Selection' card), these expressions will take information from the Contact record for the Customer or Supplier to which a Contact Person is connected, not the record for the Contact Person.
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The Customer Letter register in Standard ERP:
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