How To Print Letters To A Single Account

Letters may be printed in several ways:

Whenever a letter is printed to printer, Collect! automatically writes a line to the Notes and marks the Letter contact 'Done' (if a letter contact existed). If the letter contact didn't exist, Collect! will create one.

Print A Letter

These steps will print a single letter to a single account.

1. Select Browse from the top menu bar and then select Clients or All Debtors from the drop-down choices. This will display the list.

2. Press ENTER to open the first record in the list. The form is displayed.

3. Select Print from the top menu bar and then select Reports and Letters from the drop-down choices. This displays a list of reports and letters that can be printed from the form.

4. Use the DOWN arrow key on your keyboard to scroll down the list until a letter is highlighted.

5. Press ENTER. The Print Report form is displayed for choosing the printer to use and several other details. Press F1 to see help on this form.

6. Select the PRINT button or press ENTER to start printing. Soon you should see the letter coming out of your printer.

A Letter contact with the letter's Name will be saved in the contacts.

If the Destination in your Report Options is set to Email, Collect! will email the letter instead of printing it.

When a letter is printed to email, Collect! will save the Contact as a email contact, not a letter contact. The Description field will contain the name of the Letter that was emailed. It is set to type Email for tracking purposes.

A letter may be edited before being sent to the printer. This is explained in the next section.

Print A Customized Letter

When a letter is displayed on the screen, it may be edited before you print it. The steps are similar to printing to the printer

and are given below. When a letter is customized and printed, Collect! saves the modified letter for future reference.

This allows you to make small changes to a letter right away and send it off. If you want the changes to be permanent, it is best to actually edit the letter report body.

1. Open a Client or Debtor.

2. Select Print from the top menu bar and then select Reports and Letters from he drop-down choices. This displays a list of all

reports and letters that may be printed.

3. Use the DOWN arrow key on your keyboard to scroll down the list until Letter 1 is highlighted.

4. Press ENTER. The Print Report form is displayed. Put a dot in the radio button labeled Screen.

5. Select the PRINT button or press F8 to start printing to Screen. In a moment the editor will pop up showing you the letter.

6. Edit the letter just as you would any other text document and then press F5 to print it.

A Letter contact with the letter's Name will be saved in the Debtor's contacts.