Method: Letters

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The window for the Contact method for Letters will be similar to the below:


New Letters


The job type column shows which letter template will be printed for the selected customers. It will show either MOT or Service.


If the customer does not require a letter then remove the tick from next to the customers name and a letter will not print for this customer.


To process the Letters simply select the Print Letters button - this will process the letters through Click-2-Mail. A bar will appear on screen showing that the letters are being printed.


If you do not want to use Click-2-Mail and for the letters to be printed instead, tick the box for "Do NOT use Click-2-Mail".


If the customer needs deleting from the contact method list or moving onto the next form of contact method then please review the Workflow tab section.