The first step for sending letters or postcards to your customers is to create the letter you want to send or assign one of the pre-made ones. Here’s how: 

1. Click on Marketing 
   
2. Choose one of the options at the bottom of the marketing letters window that opens. You can create your own, original letter or edit an already existing one then click the Close button
   
3. To mail or email a letter/postcard to a customer, go into their customer record by either using the Customer Search icon or clicking on their name in the upper left corner of their RO 
   
4. On the left side of the window that opens, click on the blue Letters link 
   
5. Click on the Assign Postcard/Letter to Send button towards the bottom of the window and choose the pre-made letter by highlighting it in the list and clicking the Select button 
6. Click the OK button at the bottom right to close the window
   

1. Click on the Send Mail icon (mailbox). A window will open with all of the customers’ letters that are ready to be sent
   
2. To send a letter/postcard to one or a few customers, click in the To Print column to the left of their name(s)
3. To send to all customers, click on the Select All button at the bottom of the window then click the Print Letters button
4. The print box will open and you can check the boxes regarding mailing labels, or leave them unchecked
5. In order to preview your letter before printing it, click on the Show Me The Letters Before I Continue box
6. From the Report Preview window, you can choose to Save as a PDF or Email as a PDF
7. To finish printing the letter, close out the Report Preview window and click the Print button