Specify the Letters a Customer Can Request

Use the Customer Group Letters or Customer Letters dialog box to specify the letters a customer can request. You can specify the letters allowed for a customer group or an individual customer. If you change a letter template or letter series, changes do not carry over to the customer letter groups. To use the modified letter series or letter template, clear and elect the letter series or letter template in the customer letter groups that use it.

To specify the letters a customer can request

1. Click the Customer Letters tab.

2. Do one of the following:

• To specify the letters for an ungrouped customer, in the Groups pane, click {Not Grouped}. In the Customers pane, right-click the customer and then click Allowed Letters. The Customer Letters dialog box appears.

• To specify the letters for a group of customers, in the Groups pane, right-click the group and then click Allowed Letters. The Customer Group Letters dialog box appears.

3. On the Letter Templates tab, click the letter templates the customer or customer group can request.

Tip: To select all letters, click Select All. To clear all letter selections, click Deselect All.

4. To send a copy of a letter to the customer when Letter Console generates the letter, click the letter and then click Copy Customer.

5. To save a digital image of a letter in the Latitude database, click the letter and then click Save Image.

6. Click the Letter Series tab.

Min balance: Minimum balance required to include in the letter series.

Max balance: Maximum balance allowed to include an account in the letter series.

7. Click the letter series the customer or customer group can request.

Tip: To select all letters, click Select All. To clear all letter selections, click Deselect All.

Note: Ensure that you selected the letter templates within a letter series for the customer or customer group.

8. Modify the minimum and maximum balance as needed.

9. When finished, click Close.