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Double-click on a letter on the Communication tab to open a letter. The letter record is used to display a letter that has already been sent to your client.
The Letter Record
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WHAT HAPPENED TO THE FILE MENU?
A lot of it is distributed in the Ribbon now for greater ease of use. |
Menu Button - The Spectra menu button will show an icon based on the type of record it is. For the letter record, it has a page icon. Click on the icon to see a list of the menu choices, such as Save, Save & Close, Save & New, Delete Call, and Close Form.
Quick Access Bar - If you opened the letter from a list, there will be grey arrows to select the next or previous record from that list.
Title Bar - Once a record has been saved, it will show "Letter -" followed by the name of the client.
Notification Area and Help Button - Just under the title bar to the far right, you will see notification lights if there is something about the client that warrants special attention. Click Help to get online help for this window.
If you're not sure what a certain button is for, hold your cursor over the button and wait for the tool tip to be displayed.
Delete - Delete the open letter record.
You can Paste information that you copied or cut from another location or program into a single field. You can also Cut or Copy text from a single field for use elsewhere.
Client - Open the client record associated with this letter.
Session - If this letter was created from a session, click this button to open that session.
The Detail section shows the name of the letter from your form letter list. The sent date is the date the letter was printed (Spectra assumes it was sent the same day). Finally, there is the body of the letter with any merge fields showing the information as it was printed out.
