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Letters

Use the Client Letters screen

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You can use the
Client Letters
 screen to open, save, or copy client letters you create.
To open this screen, select
File
Open or File
Save As
 from either the
Custom Letter
 or the
Template Letter
 window.

Fields on the screen

Letter type
Mark 1 of the following options to select the type of client letter you want to open, save, or copy:
  • Custom
     - Mark this option to open, save, or copy a letter specific to the active client.
  • Template
     - Mark this option to open, save, or copy a template letter, which can be used for any client.
Letter name
  • If you're saving a client letter, enter the name you want to use for the letter in this field.
  • If you're opening a client letter, select the letter name in from the list that follows this field. The name of the letter is then displayed in this field.

This article applies to:

  • Product: Planner CS