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Entering a Customer Letter - Address Card

If you entered a single Customer or Supplier in the Customer field on the 'Customer Selection' card, its Invoice Address, fax number and email address will appear here. If the Contact Person specified in the Contact field has a different Address, fax and email address, these will be shown instead of those from the Customer or Supplier.

These fields are only used if you entered a single Customer or Supplier in the Customer field and did not check the One per Contact box. In this case, the address entered here will be printed on the letter. If you will be sending the letter by fax or email, the fax number or email address entered here will be used. If you need to change the address for a particular letter, you can do so here: such a change will not be fed back to the Customer, Supplier or Contact Person.

When designing the Form to be used when printing the letter, several fields are available to print the address. The Address 1, Address 2, etc. fields contain each line of the address entered here. The Address field contains the whole of this address. The Contact Address field contains the address from the Contact Person record or, if that is empty, from the Customer record.

If you entered * or a range of Customers or Suppliers in the Customer field on the 'Customer Selection' card, the address, fax number or email address will be taken from the Contact record for each Customer or Supplier at the time of printing, faxing or emailing. If you checked the One per Contact box, they will be taken from the Contact record for each Contact Person or, if blank, from the related Customer or Supplier.

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In this chapter:

• Introduction
  

• Entering a Customer Letter, including:
  
  • Header
    

  • 'Customer Selection' card
    

  • 'Cat/Class Selection' card
    

  • 'Header' card
    

  • 'Text' card
    

  • 'Address' card
  
  
• Inspecting and Approving Customer Letters
  

• Printing Customer Letters
  

• Operations menu

Go back to:

• Home page for Customer Letters manual
  

• Home page for Standard CRM manual

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