Manage customers window - Letters tab

New Letter

Opens the Membership Standard Letters window when Microsoft Word (MS Word) is installed on the workstation.

To enter a letter activity

1. Open a customer's record in the Manage customers window.
2. Select the Letters tab.
3. Click New Letter to open the Membership Standard Letters window.

Note: When you click New Letter, the MS Word Letter Integration (Letter System) will launch if it is installed. For more information, see Creating letters.

To view a letter activity

Note: Once a template is saved, all future letter activities will use the original template, regardless if the template is changed.

1. Open a customer's record in the Manage customers window.
2. Select the Letters tab.
3. Double-click the gray box to the left of the Date field to open the Activity Detail window for the letter activity.

To edit a letter activity

1. Open a customer's record in the Manage customers window.
2. Select the Letters tab.
3. Double-click the gray box to the left of the Date field to open the Activity Detail window.
4. Click Edit, and then update the activity as needed.
5. Click Save on the Activity Detail window.

To delete a letter activity

You can delete letter activity records that display on the Letters tab provided your administrator has assigned you the appropriate permissions.

1. From Customers, select Manage customers.
2. Find a customer's record.
3. Select the letter activity record you want to delete.
4. Press Delete on the keyboard.
5. Click Save.

Note: If you select the Letters tab and it does not contain any records, pressing Delete will have no effect.