Search
Search UltraTax CS Support Help and Support.

Edit the email greeting in Data Mining

The email greeting is included when you send letters by email to clients that pass the search and have an email address.
Only 1 email greeting is available for each installed application. You can change the email greeting, but you can't add more email greetings.
  1. From the
    Data Mining
    window, select
    Setup
    , then
    Email Greeting
    .
  2. Choose the greeting, then select
    Open
    .
  3. Make changes to the greeting.
    note
    If you change the font, it may affect the email formatting.
  4. Select
    Document
    , then
    Exit
    .

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close