• Select the Recipient on the selector or on the form.
• Open a Contact Event using F2 or the Expand button
• Select the type and enter a Summary.
• Click Write Letter.
• Select the Template to use as the base for your letter.
• Click Create and MS Word is opened with the letter Template waiting to be completed.
• Standard and specific Fields including Recipient Name, Address, Salutation etc. can be inserted through File → Insert Fields. Drag the field onto the letter and it will go to where the cursor is.
• It can be printed or emailed from File menu.
• An envelope can be printed in C4, C5 or DL formats.
• Summary information can be added.
• If the letter is saved it will appear on the Letter Tab in read-only form but it can be re-printed with the Edit/Print Letter** button and edited if, Contact Event editing is allowed.

Back to Online Users Guide
Back to Contact Management