Page 70 - Client Coordinator
P. 70

Enter the codes with a comma between account numbers without spaces,
                                         i.e. 2001,5016.
                                     13. Search again and check the list to make sure the people you wanted off the
                                         list, are off of the list.
                                     14. You are now ready to print the Reactivation letter.  (This will print out all
                                         reactivation letters at one time rather than going into each client account
                                         and printing them one by one.)  (Calls should still be made and notated on
                                         each account that a reactivation call and reactivation letter have been sent
                                         out)
                                     15. Click Printer
                                     16. Choose your printer, and make sure your letter head is loaded correctly.
                                     17. Click Merge Document
                                     18. Click One Per Client
                                     19. Print




        How to print reactivation mailing labels:
                                     1.  Click Print
                                     2.  Click Mailing labels
                                     3.  Choose the correct labels
                                     4.  Make sure the labels are loaded into the printer correctly and choose the
                                         correctly printer.
                                     5.  Click PRINT
                                     6.  Affix the proper label to the envelope, prepare the letter for mailing.







































                                                                                                       [70]
   65   66   67   68   69   70   71   72   73   74   75