<< Click to Display Table of Contents >> Letter Printing |
![]() ![]() ![]() |
To print a letter for one customer, or multiple, go to Customers >> 2 -Letters and Labels >> .
Click on to choose the letter to be printed from the existing list.
Click on to choose a customer (or multiple customers) from the Prospect or Customer Activity file for whom to print. Click the button again to add another specific customer, if necessary. Other options for a range of customers are also available. Click on
. The letter will print directly to the printer. To see a preview check the box BEFORE clicking "Begin Printing".
A button is also available in a specific selected customer's account if accessed via
. The letters are not editable from this screen.