You can compose a letter from any of the windows within Synergetic that display the details of a community member. Synergetic uses your Microsoft Word application software.
To create a new letter when using Community Maintenance, either:
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The Compose Letter window is displayed.
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Compose Letter window key fields and buttons
Fields
Field | Description |
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Style | Style of the introductory text in the letter. |
Text to Send to Word | This shows how the start of the letter will look. |
Force Primary Only | Select to display the primary contact details only. |
Use Home Address rather than Mailing | Select to send the letter to the recipient's home address. The default is to send it to their mailing address. |
Use Preferred Names for Salutation | Select to use preferred names for the greeting. |
Include Regarding | Select the relative from the drop-down list to include an additional line in the letter. For example, "Regarding your son Dylan". |
Include Barcode | Include a mailing barcode on the printed letter. |
Insertion Location | Place in the document where the text is to be inserted. |
Function | You can select whether to create a new document or use an existing document. |
Apply this template | Select the Microsoft Word template that is used in your organisation to ensure you use consistent styles. |
Buttons
Button | Description |
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Use when you have completed formatting and entering the text. |