Appendix C - Instructions for Creating Customized Letters with Property Data

1) Go to Prospects Tab

2) System prints one letter with property ID option and multiple letters with List/Close date option

3) To create a new letter

• Click on New Letter Icon
• Enter name for letter
• Select Letter Type (i.e., Agents, Buyers, Contact Express, Contact Mgr. Prof., Customers, Employees, Properties, Sellers, Vendors, or None)
• Letter Type selected determines which data fields are available for the letter
• If None selected, go to Step 5
• Click Save Record Icon
• Click Done Icon

4) To insert data field items into letter (Note: Blue screen area is only used to insert data field in letter)

• Use Find Letter box to select desired letter
• Data field items will appear in Key List next to blue screen area
• Use mouse to highlight data field item
• Go to Menu Bar select Copy Icon (two little pages)
• Go to blue screen area and place mouse cursor in desired location
• Right click mouse
• Select Paste (Note: Once pasted, insert a $ sign in front of data fields with money amounts (e.g.,$[Selling_Price])
• Data item is now inserted in letter

5) To open Rich Text Editor and edit letter in word processing mode

• Use Find Letter box to use/modify existing letter
• Select desired letter
• Click on Edit Letter Icon
• Opens editor window (word processor mode)
• Enter and format text as in a normal word processor (can move data fields as needed)
• Click on X in upper right corner of the editor screen to save your changes and exit the editor

6) To print custom letter(s) with property data

• At Prospects Tab; Click on Letters for Properties Icon
• Select desired letter in Find Letter box
• Select Property ID, List or Close date in Filter by box and enter Prop ID or Date as desired
• Click on Print Letter Icon to preview letter
• Maximize Print Preview Screen (Double click blue bar at top)
• Review output: 1) Click on Escape Key to cancel print; 2) See next line
• To print, enter a lowercase "p" to bring up Windows Print Box
• Click on OK Icon to print letter

Note: Check Header Block for a default font (make sure a font is assigned)