Serial documents

If you want to personify the address to your clients and automate the delivery of letters and faxes from Communication Media, it is reasonable to use templates.

In addition you can print Labels to letters as well as letters themselves. So you save your time.

1. Creating Letter Templates

Templates are created with the help of the Template Assistant utility. Template Assistant is opened from the main menu. Then click the Run Word button to open MS Word. Enter the necessary text into the newly opened document and format text as required. To associate certain fields in the letter (for example, name, last name, address, etc.) with the database fields, drag and drop these fields from the Template Assistant into MS Word. After editing is finished, save this template in the Documents | Templates folder. If you do not have a templates folder, create it in advance. You can also organize storing of templates by structuring folders in the Documents directory, for example, you can structure templates by workflow steps or by client’s company name.

2. Using templates for sending or printing batch letters

Start 3C Office and find the necessary contact. Create Communication Media. Click the Property button on the toolbar or double click the Communication Media. From the Communication Media select the required variant for sending out your mail: email, letter, fax; click the Send Letter button.
- You have selected mail merge: in this case the MS Word dialog will be displayed. First switch to the tab where your template is stored, then select the template and click OK. MS Word will open the selected template. Use the <<ABC>> button to make sure that you have inserted correct fields into the template. If the fields are incorrect, go back to the Step 1.

Select the Batch Printing variant if you want to print or send out fax or batch mail.

After the letter is sent out or printed, close MS Word. Save the file into the database. As soon as the file has been saved, the communication will be considered closed.

3. Registration of Response and Follow Up

Use the Subscribers window to register variants of your clients’ response. To display the Reaction/ Response column, right click on a communication media and select Customize from the menu.

Move the Reaction/ Response option into the right column and set the most appropriate order of columns for yourself.

Response options are customizable. To change response options, use the Directory/ Communication/ Reactions editor.

Bit by bit you can register your clients’ responses from this Communication Media. After all clients have replied, it is possible to sort the list by Reaction/ Response. Then you can select a certain group and send an appropriate document to all members of this group. To select the necessary group, click a corresponding row in the first column (the column with the number).