Sending Letters & Faxes

Sending Letters

You can Send Letters from the Addresses Tab by on the Entities form, by using the Send Letter Button. (You can also send letters from the Menu Bar, Toolbar, ‘Diary Note’ Form, or Mail-Merge Wizard.) Whichever way you choose they will all open the same ‘SEND Letter’ Form.

This will address the letter for you, enable you to choose which letter to send, add the Author’s details, a password protected signature. If you want; it can even make a Diary Note automatically, add a Category to the recipient’s record to indicate the letter has been sent, and set a reminder for the next step.

You can then print an envelope of the correct size. Clicking the Send Letter Button will then use Microsoft Word to format your letter for you.

All you then need to do is print the letter and put it in the envelope.

You don’t even have to sign it - and no one, apart from you, will be able to use your signature, unless you choose to give them your password.

Sending Faxes

is exactly the same. They too can be sent from the Menu Bar, Tool Bar, ‘Diary Note’ Form, ‘Mail-Merge Wizard’ or by double-clicking a Fax Number anywhere in the system as well as clicking a ‘Send Fax’ Button.

All these methods lead you to a ‘SEND Fax’ Form, which works in exactly the same way as the ‘SEND Letters’ Form.

Unfortunately there are some problems in the way that Office and Windows handle sending Faxes. The best option is probably to sign up with an ‘Internet Fax Service’ that will accept E-mails and send them out as Faxes for you, as the Microsoft options don’t work too well. For details see the full User Manual.