Write Letters to a Filtered List

Letters Overview | Manage Letter Templates | Office Integration Overview | FAQs

When writing letters to customers or vendors, you can choose to write letters for all records in a filtered list. For example, you might filter your customer list by ZIP code to send a letter to all customers in that area. Or, maybe you filter by receipt date to send thank you letters to everyone who made a purchase during a promotional sale.

To write letters to a filtered list:

1. From your customer or vendor list, select Write Letters To Filtered List of <record type>.

OR

From the Customer Center, select Write Letters.

2. Enter the criteria to filter for the desired records and select Next.

You may have multiple pages of filters. For example, if filtering your customer list the first filter page allows you to filter by information in the customer record (such as by ZIP code) and the second page allows you to filter by sales information (such as sales amount and/or date). In this way, you could filter to write letters for all customers from a certain ZIP code that have spent more than $100 in the last 90 days.

3. Review the list of filtered records displayed and select Next when ready to proceed.

You can remove records as necessary (clear the checkboxes on the left) or select Back to change filter criteria if necessary.

4. Select a letter template and Next.

Select Modify Template before selecting Next to customize the template.

5. Enter the name and title of the person that the letter will be from and select Next.

The letter(s) are opened in Word. If you are printing multiple letters they are all in a single Word document with each letter starting on a new page.

6. Review and modify in Word if necessary and then print the letter(s).

Notes:

- If the selected template includes data fields for which no data exists in your Point of Sale records or documents, the fields will be auto-filled with **MISSING <data field>**. Review your letter(s) and edit or remove these fields to complete the current letter. You can remove the fields from the template if you never want them included in future letters.

- You may save the Microsoft Word document if you wish; doing so will not affect the template.