Viewing or editing a letter, envelope, label, postcard, or flyer template

 

NOTE: If you require instructions on how to access this page, click here.

 

  1. The large white space is the editing area where you can customize your letter, envelope, label, postcard, or flyer by adding text, pictures, and merge codes.
     

  2. Use the word processor toolbars to modify your template.
     

  3. Click the Insert picture merge code link if you want to automatically merge a picture when printing this item for one or more contacts. A pick list of merge codes will appear for you to select from.
     

  4. Click the Insert merge code link if you want to merge a piece of contact or agent information when printing this item for one or more contacts. A pick list of merge codes will appear for you to select from. For example, if you want the company name to appear on a mailing, make sure the Contact.company merge code included in the template and ensure the On mail check box is selected in the Name details section of the contact record.

  5. Click Insert marketing link if you want to add a marketing link to the body of the template. The Select marketing link page opens. Highlight a link and click OK. For more information on inserting marketing links, click here.
     

  6. Click Print from the control menu to print the template. The appropriate Print dialog will be displayed for you to specify print settings for your letter, envelope, label, postcard, or flyer template.
     
  7. While editing, it is a good idea to save your work often. Click Save to display the Save template dialog. Use the drop-down list box to select a category in which to save the template, then type a name for the template and click OK.

    NOTE:     The Save template dialog only appears when editing a default template. Personal templates are saved in their current location.
     
  8. When finished editing your template, click OK.
    NOTE:     You cannot save your personal templates in the default categories; you can only save personal templates in personal template categories.