Hi,
I am trying to send a letter I have composed to all my customers on Sage. But I cannot add my letter to the customer letters section then start merging it with the addresses on sage.
Could someone please assist, or direct me to a guide.
Thanks
Aitch
(Running microsoft vista, sage line 50 ver.10.02)
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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
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Writing Letters
-
--andrea--
- User
- Posts: 26
- Joined: 13 Aug 2006, 12:10
Re: Writing Letters
Hi aitch,
You say you have composed your letter? Have you composed it within Sage?
I find the easiest way to do thi is to go to 'Customers' then click 'Letter', select the 'Address Change' template letter that is already in Sage, then click 'Edit'.
Use this template to compose your own letter, then click 'File' and 'Save as', ensuring that you save it in the correct folder (letters).
Once you close the report designer, return to Sage. Go to 'Customers', click 'Letters', and you will now see the letter you just designed in the list.
Good luck,
--Andrea--
You say you have composed your letter? Have you composed it within Sage?
I find the easiest way to do thi is to go to 'Customers' then click 'Letter', select the 'Address Change' template letter that is already in Sage, then click 'Edit'.
Use this template to compose your own letter, then click 'File' and 'Save as', ensuring that you save it in the correct folder (letters).
Once you close the report designer, return to Sage. Go to 'Customers', click 'Letters', and you will now see the letter you just designed in the list.
Good luck,
--Andrea--
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