CRM Phase 2 - Flipbook - Page 100
STEP
PROCESS
STEP 5
Click on OK to save. Note that the description of the letter has changed at the top of
the screen.
STEP 6
Position the cursor within the white screen where the text is to commence.
This would be below the various derived fields which populate data for the name and
address lines along with the salutation.
Explanation of fields:
{{0_TODAY}}
-
The Systems date when the letter is printed
{{1_TITLENAM}}{{0_NAME}}
{{0_ADDRESS1}}
{{0_ADDRESS2}}
{{0_ADDRESS3}}
{{0_ADDRESS4}}
{{0_ADDRESS5}}
{{0_POSTCODE}}
-
The Title, Initials and Surname from the customer record
The Company name if applicable
}
The Address lines are populated based on the Letters
flag within the customer record stating (2)Home or
(3)Company
-
The relevant Postcode
Dear {{1_SALUTE}}
-
The Salutation taken from the customer record
{{0_SEXEC}}
{{0_TITLE}}
-
The sales executive9s name and job title taken from
the customer record using User Details for the description
Type the text as necessary.
To merge information onto the letter position the cursor within the letter and select the
desired field from one of the four file tabs,
Double click on the required field name. This will insert the field name within the letter.
STEP 7
If a test print is required, click on the Test print icon from the toolbar.
STEP 8
Once the letter is complete, click on Save.
Customer Letter Templates
02.008.01 L1 9304E
Page 100 of 205
