Opening The Letter Editor

The method of opening the letter editor depends on who you want to send the letters to and whether order or session information needs to be included. To facilitate large mailings, see Printing Address Labels And Letters in the Mail section.

Choose the appropriate option from below:

To Send To One Client With Order Information

• Choose Modify Orders from the Order menu.

  The Modify Orders window appears.

• Enter the first few letters of the client's last name into the Find Client field and press tab.

  Doing so locates all clients whose last name begins with the entered letters. If more than one client matches, you will be asked to select the client from a list. For more information, see Finding People in the Searching section. The client's latest order will appear.

• If you would like to send a letter about a different order the client placed, use the Previous and/or Next buttons to go to the desired order.

• Choose Print Letter To Client from the Print pop up menu.

  The letter editor window containing a new untitled letter will appear.

To Send To Multiple Clients With Order Information

• Choose List Orders from the Order menu.

  The List Orders window appears.

• Use the Search pop up menu to display the orders for which you wish to send letters or simply select them from the list.

  See Searching For Records in the Searching section or Using List Windows in the Lists section.

• Choose Print Letter To Clients from the Print pop up menu.

  The letter editor window containing a new untitled letter will appear.

To Send To One Client With Session Information

• Choose Modify Sessions from the Session menu.

  The Modify Sessions window appears.

• Enter the first few letters of the client's last name into the Find Client field and press tab.

  Doing so locates all clients whose last name begins with the entered letters. If more than one client matches, you will be asked to select the client from a list. For more information, see Finding People in the Searching section. The client's latest session will appear.

• If you would like to send a letter about a different session for the client, use the Previous and/or Next buttons to go to the desired session.

• Choose Print Letter To Client from the Print pop up menu.

  The letter editor window containing a new untitled letter will appear.

To Send To Multiple Clients With Session Information

• Choose List Sessions from the Session menu.

  The List Sessions window appears.

• Use the Search pop up menu to display the sessions for which you wish to send letters or simply select them from the list.

  See Searching For Records in the Searching section or Using List Windows in the Lists section.

• Choose Print Letter To Clients from the Print pop up menu.

  The letter editor window containing a new untitled letter will appear.

To Send To One Client

• Choose Modify Clients from the People menu.

  The Modify Clients window appears.

• Enter the first few letters of the client's last name into the Find Client field and press tab.

  Doing so locates all clients whose last name begins with the entered letters. If more than one client matches, you will be asked to select the client from a list. For more information, see Finding People in the Searching section.

• Choose Print Letter To Client from the Print pop up menu.

  The letter editor window containing a new untitled letter will appear.

To Send To Multiple Clients

• Choose List Clients from the People menu.

  The List Clients window appears.

• Use the Search pop up menu to display the clients for which you wish to send letters or simply select them from the list.

  See Searching For Records in the Searching section or Using List Windows in the Lists section.

• Choose Print Letter To Clients from the Print pop up menu.

The letter editor window containing a new untitled letter will appear.

To Send To One Relation

• Choose Modify Clients from the People menu.

  The Modify Clients window appears.

• Enter the first few letters of the client's last name into the Find Client field and press tab.

  Doing so locates all clients whose last name begins with the entered letters. If more than one client matches, you will be asked to select the client from a list. For more information, see Finding People in the Searching section.

• Click the Relations tab.

• Select the relation to whom you wish to send the letter.

• Click the Letter button.

  The letter editor window containing a new untitled letter will appear.

To Send To One Prospect

• Choose Modify Prospects from the People menu.

  The Modify Prospects window appears.

• Enter the first few letters of the prospect's last name into the Find Prospect field and press tab.

  Doing so locates all prospects whose last name begins with the entered letters. If more than one prospect matches, you will be asked to select the prospect from a list. For more information, see Finding People in the Searching section.

• Choose Print Letter To Prospect from the Print pop up menu.

  The letter editor window containing a new untitled letter will appear.

To Send To Multiple Prospects

• Choose List Prospects from the People menu.

  The List Prospects window appears.

• Use the Search pop up menu to display the prospects for which you wish to send letters or simply select them from the list.

  See Searching For Records in the Searching section or Using List Windows in the Lists section.

• Choose Print Letter To Prospects from the Print pop up menu.

  The letter editor window containing a new untitled letter will appear.