Printing A Letter From The Communication Library
You can use the Perform mail out functionality in Top Producer 7i to print a letter from the Communication library to send to any of your contacts.
- From the main menu, choose Mail, then click Perform mail out.
The Perform mail out – select template Step 1 or 4 window opens.
- Ensure the Letter option button is selected from the Select the type of mailing you want to perform… section.
- Select the letter category from the drop-down list to populate the list of available letters box. Highlight the letter you want to send and click Next.
The Perform mail out – search contacts Step 2 of 4 window displays. - Use the searching functionality, or click Display all to show all your contacts.
Note: The Perform mail out – search contacts uses the same searching functionality that you see from the Search main menu. For more information on how to search for contacts, please click here.
The Perform mail out – select contacts Step 3 of 4 window displays.
- Select the desired contacts:
- Click the Select all link to choose all contacts from the Available contacts box.
- Hold down the Ctrl key to select individual contacts.
- Hold down the Shift key to select a block of contacts.
- Click Add to move the contacts to the Selected contacts box, then click Next.
The Perform mail out – view or edit letter Step 4 of 4 window displays.
- Use the Next contact or Previous contact arrows at the top right of the window to page through your letters.
- From this window, you can modify one or more letters. These changes affect only these particular letters, not the letter template in the library.
- Change the text of the letter.
- Click Insert picture merge code to add a picture to the letter.
- Click Insert merge code to insert information from the database into the letter.
- Click Insert marketing link to add a marketing link to the letter.
Tip: If your mail out is still in the editing stage and you need to print it several times for review, click the Print icon from the toolbar. This ensures that the mailing remains in the Perform mail out wizard and is not marked done.
- Once you’ve finished modifying the letters, choose your print option:
- Click Print now to print out the letters immediately.
- Select Print later to open a Print later window to specify a date when you’d like the letters to be printed.
Using Print later will track the task in Today’s business, and will be dated for the day you produced them.