Customize
A Letter/Notice
General
Information
This screen is used to edit (customize) the customer form letters
created in the Maintain Customer Notices function.
Using this screen, you can make changes to a letter for a
particular customer without affecting the form letter itself.
If
a notice was created using the MS Word option, then the notice is
edited in Word.
How to
Use the Screen
Editing a Notice that was Not Created in MS Word
Edit the notice in the large open scrollable area. The way the text
appears (spaces, blank lines, indents, etc.) in the scrollable area
is the way the text will look when printed. You may use the Edit
Menu Cut, Copy, and Paste options when working in the notice
area.
Press SAVE to exit , save your changes, and send the notice.
Press CANCEL to exit without saving your changes. The notice is
still sent, but without the changes.
Press DELETE to exit and cancel the notice request. No notice is
sent.
Editing a Notice Created in MS Word
-
If
a notice was created in MS Word, then you edit the notice in
Word.
-
When you are complete, save and exit in Word to return to the
Customer Notices Maintenance screen.
-
On the Customer Notices Maintenance screen, press the OKAY button
on the pop-up screen and then press SAVE.
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