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Writing Letters

Posted: 04 Aug 2009, 11:57
by aitch
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)

Re: Writing Letters

Posted: 05 Aug 2009, 22:36
by --andrea--
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--