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Create a Letter Group

Use the Letter Group dialog box to create a letter group so that you can assign clients to it. Groups are useful when you want to apply the same letter options to every client in the group.

To create a letter group

  1. Click the Customer Letters tab.

Customer Letters tab

  1. Click Add Group. The Letter Group dialog box appears.

Letter Group dialog box

  1. In the Name box, type a unique name for the group.

  2. In the Description box, type a description of the group and then click OK. The letter group appears in the Groups pane on the Customer Letters tab.

Related Topics

Letter Groups