Configuration Parameters for Customer Letters

Configuration Parameters for Customer Letters

 

 

 

SETUP PROCESS –Configuration Parameters

 

To configure customer letters, click on:

TOOLS | SYSTEM CONFIGURATION | CUSTOMER LETTERS CONFIGURATION

 

 

 

 

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

 

 

 

 

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.)

 

Enter a salutation to prefix the customer’s name (Ex: Dear, Hi, etc.)

 

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.)

 

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.)

 

Enter a closing with proper punctuation, if applicable, to precede the service manager’s name. (Ex: Sincerely,)