Entering a Customer Letter - Customer Selection Card
Use this card in combination with the
'Cat/Class Selection' card to select the Customers and Contacts to whom the letter is to be sent.
- Customer
- Paste Special
Customers and Suppliers in Customer register
- Enter the Customer Number of the Customer to whom the letter is to be addressed. If you leave the field blank, all Customers (except those marked as No Letters or No Mass Mailing on the 'Terms' card of their Customer records) will be mailed, subject to their satisfying any requirements entered to other fields.
- You can mail a range of Customers. To do this, enter the lowest and highest Customer Numbers of the range, separated by a colon. For example, to report on Customers 001 to 010, enter "001:010". Note that an alpha sort is used, not a numeric one. Thus a range of 1:2 would also include 100, 10109, etc.
- By default, the 'Paste Special' list shows Customers. Click the [Suppliers] button if you need to see Suppliers.
- Customer Name
- If you entered a single Customer Number in the field above, the appropriate Customer Name is shown here.
- If you entered a range of Customer Numbers in the field above, the name of the first Customer in the range is shown.
- Contact
- Paste Special
Contact Person register, CRM module
- If you specified a single Customer Number, you can mail a particular Contact at that firm by entering their name here. The 'Paste Special' function only lists Contact Persons for the Customer in question.
- If you do not specify a Contact here and do not check the One per Contact check box below, a single letter will be produced for each selected Customer, addressed to the main Contact entered on the 'Contact' card of each Customer record.
- One per Contact
- Check this box if you would like to print a separate letter for each Contact for each selected Customer (i.e. those in the Contact Person register and those entered on the 'Contact' card of each Customer record). Letters will not be printed for Contact Persons whose No Letters or Closed boxes have been checked.
- If you do not check this box and do not specify a Contact in the field above, a single letter will be produced for each selected Customer, addressed to the main Contact entered on the 'Contact' card of each Customer record.
- If the check box is on, it will override any entries that have been made to the Contact Classification and Job Description fields on the 'Cat/Class Selection' card.
Introduction to the Customer Letter Register
