After defining a template and letter in the previous sections, use the following steps to generate the letter:
-
From the Occupancy Map, select a reservation and click the Letter button in the right-hand frame.
-
The letter is generated on-screen. Use the buttons at the top to specify whether it will be printed or emailed.
-
After clicking the email button, the following message is displayed:
And the email is saved to the contact log:
4. If the print option is selected in step #2, the letter is generated on-screen and a printer can be specified.
5. A record of the printed letter can also be saved in the contact log: