LetterWriter, LetterWriter Plus and LetterWriter for Managers (Arms)

Follow the steps below:

1. From the menu bar, click Mail and then click View/change mail library… or, highlight Mail on the main menu bar and click Create new [mailing item]…. A blank document will appear on the screen.
2. From the Mail library window, highlight the desired category, then click Next. A list of the templates in the selected category appears.
3. Highlight the template item you want to view.
4. Click View/modify.
5. The word processor is opened with the contents of the letter displayed.

Follow the steps below:

1. From the menu bar, click Mail and then click View/change mail library… or, highlight Mail on the main menu bar and click Create new [mailing item]…. A blank document will appear on the screen.
2. From the Mail library window, highlight the desired category, then click Next. A list of the templates in the selected category appears.
3. Highlight the template item you want to view.
4. Click View/modify.
5. The word processor is opened with the contents of the letter displayed.
6. You can now view the template and edit it if you want.

The Dave Beson letters can be identified this way:
LetterWriter letters will say Dave Beson at the beginning.
LetterWriter Plus letters are labeled with the name of the campaign.
eLetterWriter isn’t compatible with Top Producer 6i

Follow the instructions below:

1. From the TOP PRODUCER 6i main menu bar, click Mail, then Send mail to contact…. The Select contact for mailing event window appears. Proceed to next step

   Note: If the selected contact was already displayed in the Contact record for [contact name] window, the Address book, the Quick contact entry window or the Detailed contact entry window, the Follow-up letter for [contact name] window will be immediately displayed. Proceed to step 3.

2. The Select contact for the mailing, event window contains a list of ALL contacts in the database. Contacts with multiple properties will have multiple list entries; one for each address. To sort the list of contacts either alphabetically by name or numerically by address, click the desired column header. To reverse the sort order, click the column header again.
3. Scroll through the list of contacts until you locate the contact for whom you want to generate the mail.
4. If the contact does not yet exist in the database, click New contact to display the Add new contact window. Enter the new contact’s information and click OK to save. TOP PRODUCER 6i will automatically create a contact record for the new contact. You will be returned to the Select a contact for mailing event window, where the new contact will be displayed and highlighted.
5. If you want to enter a new address for a contact in the Add new contact window, click the desired field entry buttons and the Address details appears. Enter the new address information and click OK to accept the information and return to the Select a contact for mailing event window; where the contact’s new address will be displayed and highlighted.
6. In the Select a contact for mailing event window highlight the contact’s name/address, then click OK.
   When a contact has been selected as the mail recipient, the “Send follow-up” [mailing item] for [contact name] window appears.
7. Select the button that represents the kind of mail you want to generate for the selected contact: i.e. Letter, Card (postcard), Email, Env (envelope) or Label. The Select [mailing item] (or enter shortcut code) field’s caption will change according to the item you select. For example, if you select Card, the field’s caption will read Select card (or enter shortcut code).
8. To assign the activity to another agent/assistant, click the Assign to: drop-down list box to pick an individual from a list.
9. Insert the cursor in the Select [mailing item] (or shortcut code) field and type the title of the item you want to send; or click the field entry button to display the Mail Library with an appropriate mailing category tab active (Letters, Postcards, Envelopes or Label as appropriate).
10. Double-click a category to display its contents. Choose a mailing template and click OK.
11. If a shortcut code was created for the mailing template, you can enter it in this field. When you move to a next field, TOP PRODUCER 6i will recognize what the mailing template you want to print and places its title in the field.

    Note: The Letters category also applies to email messages. If you are sending an email, the attachment button appears to the right of the Select letter (or enter shortcut code) field. Click it to display the File attachments window, from which you can choose an attachment file.
    Note: You must type the mailing item’s name or shortcut code exactly as it appears in the Mail library, otherwise an error message appears.

12. Insert the cursor in the Mailing name text box and type a name for the mailing. This field’s entry defaults to the selected contact’s name. Alternatively, you can click the field entry button to insert an item from a single-select picklist of common mailing names.
13. Click the Category drop-down list to specify a Scheduler color, so that your mail activity is categorized by color. To choose a new color, click the Category field entry button.
14. When you are finished, click: Print now (for letters, cards, envelopes and labels) to preview the item in the Follow-up [mailing item] for [contact name] window, then print it. Please ensure that your printer is loaded with the correct paper, envelope or label before you start printing.

1. Access the contact’s contact record and from the Contact record for [contact name] window, click Select action plan to display the Action plan for [contact name] window.
2. From the Action plan for [contact name] window, click Select plan. The Select new plan(s) window is displayed, with the Action plans tab shown. A list of existing action plans is listed.
3. Highlight the action plan you want to apply to the contact.
4. Click Apply plan. The Select action plan start date window is displayed.
5. Click OK to accept today’s date as the start date; or adjust the displayed date by using the spin buttons; or click the Start date field entry button to choose a date from the Calendar view window.

   Note: The start date is the date on which the action plan will commence in the contact record to which it is applied. An action plan activity will be applied to the contact record and scheduled after the number of days specified in the Perform event [X] days from the plan start date field. For example: Apply an action plan to a contact and specify the Start date to be July 20. The first activity in the plan was defined to be scheduled 5 days from the plan start date. Therefore, it will be scheduled for July 25.

All of the activities currently in the action plan are now applied to the contact and will be displayed in Today’s business as they come due.