- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
Loading...
Letter Console Help
Introduction to Letter Console
The Letter Console program works with Latitude to generate letters for accounts. Your organization can create and modify custom letters to merge with account data for any classification of client. You can send custom letters to a third-party letter service for printing, along with data files containing the account information you specify. You can also save an electronic image of each letter sent and attach it to the customer's account for viewing at any time.
Note: Ensure that you have Microsoft Word installed on the workstation that you use to print or generate letters.