Write Letters

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When you select a letter template, and then select the Send Letter button on the Select a Report or Form Window, the Write Letters window appears where you can specify recipient data and email settings.

From the Select Recipients tab, accept the Print Order, or select a new print order option.
Accept Do not display blank lines or clear the check box if you do want to display blank lines in your letters.
When creating a letter, you may want to remove blank lines from the document if no information is available for that line. For example, when using addresses there is a second address line that is available for listing additional address information, such as a suite number. If you don't use that address line, it will be included as a blank line unless you select Do not display blank lines.
Select Include <type> with a zero balance if you want to include customers or vendors with a zero balance.
If you are using Customer data and this field is displayed, accept Exclude customers who have purchased the selected item(s) after <date> (this field displays if you have set the recipient filter type for sold items to a range or to equal to) and enter or select a date if you want to exclude those customers who have recently purchased an item after a certain date.
From the Recipient Filter, accept the default settings or select your filter information for the fields listed. The template settings are displayed by default, however, you can change the filter settings temporarily for this letter.
To process your letter(s) using Word, select the Word button located on the right side of the window. Word opens and begins processing your letter(s).
If you want to send letters through email, select the Email Options tab.
1. Enter an Email Subject line for your email message, and select one of the Email Delivery Options: HTML, Plain Text, or Attachment.
  - Choose HTML to send the email with text formatting such as bold or italic included.
  - Choose Plain Text to exclude any formatting (or if your email provider doesn't offer text formatting);
  - Choose Attachment if you want to email your letter as an email attachment (.doc file).
Click the Email button located on the right to begin processing your letters through email. The email addresses located in your customer, vendor, or employee maintenance records are used.