Letter and envelope format setup

You can set the letter and envelope formats at the Setup pane:

Format setup

Letter format setup

By choosing the letter format button, you can set the letter headers and footers. Right now CRM+ can have 5 different letter formats set up.

Letter header and footer setup

You can choose the header (550×50 pixels) and the footer(480×15 pixels) logos here by clicking on the add picture buttons next to the appropriate fields. You can preview your letter by clicking on the preview button:

Letter preview

Envelope format setup

Envelope formats can be set by pressing the envelope format setup button:

Envelope format

Here you can choose the header logo (150×24 px), type in the sender, and choose the address format.

The address format uses so called tags, that CRM+ fills in with the corresponding data, but any text can surround the tags.

The following tags can be used:

* [Companyname] - Company name
* [ContactName] - The contact's name
* [City] - City
* [Address] - Address
* [Zip] - Zip code
* [Country] - Country name
* [Province] - Province name

You can also change the font and colors of these fields by using the software's format menu (or by selecting the contents of it, and right clicking).

 
setup/letterformat.txt · Last modified: 2009/09/16 22:19 by idealisator
 
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