Writing letters

[tiedeman]

Lately I have been using the estimate area to write customers letters, because it's fast and easy, and all I have to do is look up the customer and then write the letter in the "bottom" tab area.

But I was wondering whether there is a better way to write the letters without having the "estimate no and estimate date" show up in the top right corner?

[Gopher Tech]

Troy,

That is very ingenious of you.

Could you change the Estimate Title field to "Letter."

How would that work out?

[Gopher Support]

Make sure you are in the estimate section.

[Gopher Support]

In this example we are showing you an already created letter in the estimate section.

However if you want to create a new one, click the new button.

[Gopher Support]

Leave the items area blank.

[Gopher Support]

Change the Estimate Title to Letter.

[Gopher Support]

Choose the Bottom section tab.

[Gopher Support]

Enter the text of your letter here and then click the OK button.

[Gopher Support]

Click the print button.

[Gopher Support]

Choose to either print the file or preview it. You can also print it to File as a pdf file. Then you can email your customer and attach the file to your email.

[Gopher Support]

Here is a sample of how the letter would look. Remember the letter is designed to fit in a clear windowed envelope.

[tiedeman]

Perfect!!! That solves it.

Ya, I have been writing the letters like that for a little while now because I don't have to worry about labels or buying extra plain envelopes. All I have to do is use my double window billing ones for the letters. It's fast and very easy.

I kind of stumbled apon by accident when I was doing an estimate for a lady. I thought to myself, "Hey, couldn't I just write letters in here as well" What is also great is it basically keeps a copy of the letter for future reference in case I need to see it again."