Mail Merge
How to #291
Use this function, under Mailings, to create letters. Late notice letters and any other letters you may want to send to owners, tenants or vendor can be created and stored. The letters are printed through Mailings -- Notices, Owner Letters, Tenant Letters, or Vendor Letters. Late notice letters should always be printed from the Notices function. They are printed using font size 10.
The mailing address is taken from the appropriate profile.
Return Address
Select from the Find List the return address format you want on the letter. It can be from the company profile, the management group profile, or not printed if using letterhead stock. You can also choose to use the Additional Letterhead Information entered in the company profile or management group profile. This note prints to the right of the return and mailing address information.
Do Not Print Return or Mailing Address
An X in this check box will prevent both the return address and the mailing address of the recipient from printing on the letter.
Letter Title
Whatever you enter in this field will print on the letter, centered, before the information entered in the letter body.
Substitutions
This box contains the text substitutions you can incorporate into the letter. Double click the substitution in this box and it will fill in the letter body at the position of the cursor. Text substitutions that begin with the word "letter" will use the field from the appropriate profile. For example, if you choose the text substitution letter.formal salutation, when you run letters from the Owner Letters function it will use the formal salutation from the Owner Profile, when you run letters from the Tenant Letters function it will use the formal salutation from the Tenant Profile.
Text substitutions that begin with the word "notice" will only be filled in when the letter is run through Mailings, Notice Letters.
Text substitutions that begin with the word "categories" refer to all the categories assigned to that particular Category tab in the profile. Those that begin with the word "category" refer to the specific category created under Setup, Categories.
Letter Body
Type the letter body in this section, including date and salutation if desired. Multiple page letters can be entered.
Spell check is active in the letter body. Right click on the underlined word to view the list of optional spellings.
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