To send personalized letters to a single person or company

If you haven’t already read the OfficeLink Overview, see Creating personalized letters using OfficeLink for more information.

The Cards List window should be displayed.

  1. Click on the name you want to highlight it.

  2. Click the Letter button at the bottom of the window.

  3. The Select From List window will appear with a list of letter templates you can use to create personalized letters for the person or company you’ve selected.

  1. Your word processor will open, and a series of dialog boxes will appear, allowing you to enter additional information that will appear in the letter. For all types of letters, you’ll be asked to enter your name and business title.

    If you’re printing a letter to alert your customer that some of their items are on back order, using the BACKORD template, you also will be asked to indicate the items that are on back order.

    If you enter multiple items, they will be printed in a column; to ensure that they appear properly, we suggest that you make your entries in the dialog box in the following format:

    #WP-GEO Geometric Wallpaper

    #WP-FLO Floral Wallpaper

Note: The items you enter in the dialog box will appear on all the letters you’ve selected

 You can enter more than one item in the dialog box that appears when your word processing program is started. It’s important to note, however, that whatever entries you make in the dialog box will be used for every letter you’ve selected. Using the example above, every customer you’ve selected will be told that their geometric wallpaper and floral wallpaper are on back order.

If some customers have ordered another combination of items that are back ordered, you’ll need to repeat this procedure for those customers. Following our example, you might create one set of letters for people who ordered geometric wallpaper, a second set of letters for those who ordered floral wallpaper, and a third set of letters for those who ordered both types of wallpaper.

    If you’re printing a letter, using the BOUNCED template, to alert a customer that the check they used to pay you has bounced, you’ll be asked to specify the check number and the amount of the check that bounced.

    When you’ve made all the entries required, the personalized letter for the customer you selected will be displayed. You can edit this letter, if you like, or print it just as it is.

To send personalized letters to a single person or company