How To: Send a boilerplate letter to a customer

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  1. Open a Customer screen (show me how).
  2. Find and Green-select the intended recipients on the customer screen's grid.
  3. Use the grid's right-click context menu "Custom Reports" option to add this selection to your Reporting Pool.

    The "Add Selection to Reporting Pool" option as it appears on a right-click context menu

  4. Preview and print the boilerplate letters from the Report Preview option on the same right-click context menu.

The boilerplate letter template you wish to use must have already been created using Report Designer.

See Also

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