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Letter
Manager
With the
ACTive Agent Letter Manager you have the ability to custom create
and schedule letters to one contact, a group of contacts, or pick
and choose selective contacts. Letters can be scheduled today
for dates in the future. Create saved "campaigns" of
letters & launch the campaign to whomever you wish. Designate
or assign to whom on your team prints the letters each day. You
can print all letters at once, or selected letters at any given
time. Attach labels or envelopes to the letters automating the
printing process in one simple step. Compatible with Microsoft
Word. Color coding and alarm feature for prioritizing.
The Letter
Manager adds the functionality of printing Microsoft Word documents
& Microsoft Publisher publications with ACT! data. ACTive
Agent automatically pulls the required data from the ACT! Database
for use in these form letter/mass mailing documents.
The Letter
Manager includes the ability to "View All Letters" currently
scheduled, or view letters scheduled for a "Particular Date".
List
of All Letters for a particular day or all days
There are two methods available for adding letters to the Letter
Manager. The first method is to add letters to a campaign, in
the ACTive Agent Campaign Manager (see Campaign Manager section
of our Website). The second method is to use the "Apply"
feature within the Letter Manager itself, which displays the "Schedule
Letter" screen.
Schedule
a Letter
Editing and deleting letters is as easy as just a few simple keystrokes.
There are several ways to delete letters including; deleting ONE
letter, deleting ALL lettersor
ONE CONTACT, and deleting ALL SCHEDULED letters.
The Letter Manager
gives you the ability to review and change your letter "status"
before printing them. By default, all letters are set to a status
of "Yes". Setting the status to "No" allows
ACTive Agent to bypass records and not print the letter.
ACTive Agent prints
merge documents or publications from the Letter Manager by starting
Microsoft Word or Microsoft Publisher in the background of your
computer,
and automatically executes the merge features to produce the form
letters. Upon successful printing of the letter or publication,
a History Note will be sent to the ACT! Database to record the
printing event.
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