Configuration Parameters for Customer Letters

To configure customer letters, click on:

TOOLS | SYSTEM CONFIGURATION | CUSTOMER LETTERS CONFIGURATION

Print Logo on Letters: Check this parameter to include a logo on the letter.
Logo to Print: Select the logo to print from the drop down list of values.

Note: If the parameter Print Logo on Letters is not selected, the Logo to Print parameter will not be enabled.

New: to create a new letter template
Edit: to edit a previously created template
Delete: to remove a previously created template
Template Name: Enter a name for the letter you are composing. This name will later be selected when determining the printing parameters for the set of customers the letter will be sent to. (Ex: Thank You, Recommended Services, etc.)
Letter Salutation: Enter a salutation to prefix the customer’s name (Ex: Dear, Hi, etc.)
Letter Header: The header of the letter can consist of multiple paragraphs and will precede maintenance history / recommended services items, if included. (Maintenance history and recommended services information can be selected to include in the printing parameters.)
Letter Body: The body of the letter can consist of multiple paragraphs and will follow maintenance history / recommended services items, if included. (Maintenance history and recommended services information can be selected to include in the printing parameters.)
Letter Closing: Enter a closing with proper punctuation, if applicable, to precede the service manager’s name. (Ex: Sincerely,)
Service Manager’s Name
Service Manager’s Title
Service Manager’s Phone