This is used to generate the letters you have set up to be sent using the Letters to Gooption
in Gx CRM\Contact Details. This will include all letters
selected by all operators.
1. Select Gx CRM from the toolbar.
2. From the menu, click Select Letters to Send or use the icon.
3. Select the letters to be generated now from the list displayed by
highlighting a letter and clicking the Add button. Repeat for all letters to be
generated at this time.
4. When all letters have been selected, click the Select button. This displays
details of the recipients in the bottom pane.
5. Select the Sent To option required for the letters. Email will prompt you
for the subject heading.
6. Click the Send button. If you chose Default Printer the mail merged
letters will print out automatically on the default printer. Click here to view
an example merged letter. The merged data is highlighted in bold. If you
chose Email, your email client will take over at this stage and send the
emails (please contact support if you wish to do this in Power Gx on the Cloud). You will be able to review them in your Sent Items in
your email client. Click here to view an example of a sent mailshot email.
The
merged data is highlighted in bold.
7. Gx CRM\Contact Details, for each account a letter has been produced
for, will automatically be updated with a comment detailing the time, date
and letter generated, and the method of sending it, i.e. post, fax or email.
Use the Previous Calls tab to view this information.
icon.