Contact management > Keeping in touch with your contacts > Personalized letters
List of templates provided with your software
To print personalized letters using Microsoft Word
Display the A/R (Accounts Receivable) tab of the To Do List window and click the Action column for each customer to whom you want to send a letter. Click Mail Merge to select a collection letter template, which includes information such as the customer’s outstanding balance.
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Go to the Card File command centre and click Create Personalized Letters. The Review Cards Before Exporting window appears.
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Click Mail Merge. The Select from List window appears.
To print a personalized letter for a single contact using Microsoft Word
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Go to the Card File command centre and click Cards List. The Cards List window appears.
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Select a card and click Edit. The Card Information window appears.
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Click the Action menu and choose Create Letter.Click Letter. The Select from List window appears.
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Select the letter template you want to use and click Use Template. Your letter appears in Word, and depending on the template you have selected, you will be prompted to enter additional information, such as your name and title.
To modify a Microsoft Word template
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Go to the File menu and choose Open. The Open window appears.
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From the Files of Type field, select All Files.
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Go to the Tools menu and choose Options. The Options window appears.
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Click the View tab. Select the Field Codes option and then click OK.
Some templates require you to enter your name and title each time you use them. If you don’t want to enter these details, replace the following fields { FILLIN “Enter your Name:”\o } and { FILLIN “Enter your title:”\o } with your name and title at the bottom of the letter.
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Edit the template and then go to the File menu and choose Save.
To print a personalized letter using other word processors
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Go to the Card File command centre and click Create Personalized Letters. The Review Cards Before Exporting window appears.
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Click Disk. A window with a list of file formats appears.
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Choose either the Tab-Delimited Text File or Comma-Separated Text File option.
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Click Save. The Save As window appears.

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