Create_Letters

Create Letters

Path: Setup > Customers > Create Letters

Priority: Optional

This is where you can create a stock of form letters or emails for common communications with your customers. Once created, each form letter will be available for selection and use throughout CMS.

You may wish to skip ahead and Create Paragraphs first, so they will be available for use when you create letters. One common use of Create Paragraphs is to write a standard closing and signature.

Fields and options on this screen:

(click italicized items for additional information)

Icon

Name/Shortcut

Description

Open Letter

Opens the list of form letters configured in Setup > Customers > Create Letters

Save Letter (Ctrl+S)

Saves the letter, adding it to the list of available form letters

New Document (Ctrl+N)

Opens a new, blank document

Preview

Previews the letter or email, substituting actual values for any merge fields

Opens an email form where you can create and format the text, add attachments, and address the email

Print (Ctrl+P)

Prints the letter or email

Print Preview

Previews the letter or email, showing merge fields if used

Bold (Ctrl+B)

Makes the selected text bold

Italics (Ctrl+I)

Italicizes the selected text

Underline (Ctrl+U)

Underlines the selected text

Text Color

Applies color to the selected text

Copy (Ctrl+C)

Copies the selected text to the computer's clipboard

Replace (Ctrl+H)

Opens a find and replace dialog box

Undo (Ctrl+Z)

Reverses the last command executed

Find (Ctrl+F)

Locates designated text in the letter or email

Cut (Ctrl+X)

Removes the selected text and copies it to the computer's clipboard

Paste (Ctrl+V)

Inserts text on the clipboard into the letter or email at the location of the cursor

Redo (Ctrl+Y)

Reverses an undo operation

Insert File

Allows you to locate and insert a copy of a file on your computer into a letter or email

Insert Hyperlink

Places a clickable link to a web site or another document in the body of your email

Insert Table

Allows you to create a table for inclusion in your email or letter

Insert Picture

Allows you to place a graphic in the email or letter

Align Right

Aligns the text of the paragraph where the cursor is located to the right margin

Align Center

Centers the text of the paragraph where the cursor is located to the right margin

Align Justify

Aligns the text of the paragraph where the cursor is located to both margins

Align Left

Aligns the text of the paragraph where the cursor is located to the left margin

Bullets

Precedes the text were the cursor is located with a bullet symbol

Numbering

Precedes selected paragraphs with sequential numbers

This is a list of available merge fields (and corresponds to the list of print tasks that can be printed on CMS-designed forms).

When you select a merge item, a code and description is inserted in the letter. When you use the form letter for a specific customer, the code is replaced by that customer's particular information.

For example, you could type the word "Dear" followed by a space, and then select the merge field "Customer - First Name." The code and description ^162[Customer - First Name]^ is added to the letter at the insertion point. When you write to John Smith, the name "John" replaces the code.

This is a list of any form paragraphs you have created. An example of a commonly-used paragraph is a standard closing such as: