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Letter Console Help
Specify the Letters a Client Can Request
Use the Customer Group Letters or Customer Letters dialog box to specify the letters a client can request. You can specify the letters allowed for a client group or an individual client. If you change a letter template or letter series, changes do not carry over to the client letter groups. To use the modified letter series or letter template, clear and elect the letter series or letter template in the client letter groups that use it.
To specify the letters a client can request
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Click the Customer Letters tab.
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Do one of the following:
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To specify the letters for an ungrouped client, in the Groups pane, click {Not Grouped}. In the Customers pane, right-click the client and then click Allowed Letters. The Customer Letters dialog box appears.
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To specify the letters for a group of clients, in the Groups pane, right-click the group and then click Allowed Letters. The Customer Group Letters dialog box appears.
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On the Letter Templates tab, click the letter templates the client or client group can request.
Tip: To select all letters, click Select All. To clear all letter selections, click Deselect All.
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To send a copy of a letter to the client when Letter Console generates the letter, click the letter and then click Copy Customer.
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To save a digital image of a letter in the Latitude database, click the letter and then click Save Image.
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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.
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Click the letter series the client or client 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 client or client group.
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Modify the minimum and maximum balance as needed.
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When finished, click Close.