Follow-up Post Cards and Letters
Setup
Follow-Up
Post Cards/Letters Setup is available from the Standard Descriptions dialog box,
which is a Setup menu selection.
Option buttons along the top
of the dialog box allow you to switch the display between Post Cards, Mail Merge
Letters and FollowUp Letters.
Procedures to Add, Edit, or
Delete a Standard Post Card
Adding a Post Card
Editing a Post Card
Deleting a Post Card
Mail Merge Letter
Setup
Mail merge
letters require setup in both Manager and Microsoft Word. Refer to Mail Merge Letter
Setup for Manager instructions and Mail Merge Letter
Setup in Word for Word setup instructions.
FollowUp Letter
Setup
FollowUp
Letter Setup
Printing
·
Choose Print to print a consolidated printout of your Shop
Data settings. If you desire to print a new or changed letter or postcard, go to
Reports/Followup and select the appropriate letter/postcard and print a sample
letter/postcard with customer data.
