Mail Merge
Use this function to print letters to owners. The letters themselves are created in the Edit Letters function. Owner letters can be compiled and exported to a merge document in Microsoft Word - for information on that see How to PDF document #291.
Letter
Select the letter you wish to use from the Find List.
Letter Date
Enter the date you wish to use in the body of the letter as a text substitution.
Restrict to
The letter can be limited to a specific owner or property, or for all owners and/or all properties.
Limit to Category
The letter can be limited to those owners and partnerships in the category selected here. Use the Find List to select the category you want to use.
Limit to Balance
You can limit the letter to partnerships or owners with:
Less than Distribution reserve
Less than Base reserve
Less than Zero
Use the Find List box to select your choice. If left blank the owner’s balance will not be used to determine whether to include him on the report.
NOTE: To create a letter to an owner with unit and tenant substitutions, use the Unit letter function. Or you can create a merge document with the substitutions defined and then do a tenant letter using whatever selection criteria you need. Use the mail merge procedure to export to Word (see PDF How to document #291). The owner stubstitutions are on the list preceeded by the word "Majority".
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