In order to use the Send Debt Chasing Letters program, you will first need to
prepare the letters to be sent.
1. Create the template letter to be sent as a Word document, leaving space
where you wish the name and address merge fields to slot in. Save this
template letter, we recommend saving it in C:\Calidore\Reports\Sales\Debt
Chasing\Letters as this folder location opens up when you select the letter
to send. Click here to see an example template debt chasing
letter.
2. Next you need to allocate a letter code and pathname to your letter. This
is done in Gx CRM\Options. Click here for instructions
on creating letters
codes. A template data source document for this letter code is
automatically generated. The file name will be the same as your letter
code and it will be located in C:\Calidore\Reports\CRM\Datasources.
3. You will need to run an export from Power-Gx to this letter to generate the
merge fields required for the letter. Use the Send Debt Chasing Letters
program to create the data source with merge fields. Selecting only one
account is enough to allow this process.
4. Having done this you should now insert the merge fields from this data
source document into the required positions in your template letter. With
the template letter open, use the mail merge tool to select the data source
for this letter and insert the merge fields. Click here for instructions
on
using mail merge in Microsoft Word to insert merge fields. If you are using
Window XP follow the instructions here.
5. When you have arranged the merge fields in your template letter, save the
document. It is now ready for use in the Send Debt Chasing Letters
program. Click here to see an example template
debt chasing letter with
the merge fields inserted.
You only need to do this process when you create a new letter. On
subsequent uses you can simply follow the instructions in the Bad Debt
Letters help topic and select the existing letter which already has the merge
fields inserted.