Sending a Letter is the same process as sending an E-Mail EXCEPT, you need a Stamp, an Envelope and a piece of paper to print it on!

To send  somebody something, always use the logic that in order to print mail, you need to have 'on screen', the Contact Record of the person to whom you are writing or sending an envelope, label or postcard.

Without this contact record, the merge fields in the letter, envelope, postcard etc., will not fill in automatically with the proper information.

So, we have the person's Contact Record, now we choose WHAT we are going to send him - Letter, Envelope Label or Postcard.

Having chosen the route & type of mail we then select the letter, or create a new one and then we mail it fax it, or e-mail it! 

More tips and tricks will follow over the next few weeks & months - Need assistance - e-mail me!

 

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Last modified: August 14, 2011