Letter/Envelope Wizard

Letter/Envelope Wizard

This tool is used to create Letters, Address Labels, Envelopes, and logs the Actions regarding the Correspondence for multiple contacts at one time. You can also do similar tasks with the Global Action Wizard and the Global Email Wizard, please see these links for more details. To see how this task is done, follow the steps below:

In Junxure, go to Letters > Letter/Envelope Wizard.

The Letter/Envelope Wizard launches. Click Next to continue.

Select a document template using the drop down menus next to the Filter by Category and Select the letter/document name fields. You do not need to select a document template if:

  • You are sending out a pre-printed document (such as a newsletter) and want to record Actions.
  • You only want to print out Envelopes or Labels.

Click Next to continue.

To preview your document template, select the folder icon to the right of the Select the letter/document name field. If you want to create a new document template, select the Create New Document icon to create a new document.

Merge Source controls the standard merge source data to be used with this document. Typically, letters will use clientmerge.rtf, a list that encompasses many of the standard data points in Junxure that would be used in letters. See Merge Sources for more information.

On the next screen, specify recipients for your letter/envelopes. In the Contact Rule Section:

  • Under Rule Category, choose <Select All Contacts> to run the rule on all contacts in the database or <By Client> to run on a single contact. You may also select the Rule Category Name or <All> to see all current Rules in the database.
  • Use the Contact Rule Nm. drop-down menu to select a specific rule by name. See Creating New Rules for more information.

In the Additional Rule Builder section: In this optional step, you may select an additional rule type to further filter your results. Select the <Use Additional Rule> checkbox and then select the additional rule type (Actions, Accounts, Insurance, or Opportunities). Choose the rule category and then the rule name from the drop down list.

Select the checkbox next to Copy Correspondence to create a copy for each contact's Associates who have the CC box selected in the Associates tab in Junxure.

Click Next to continue.

The next screen lists the contacts in the rule you chosen. Contacts that do not have a mail address will be highlighted in red and automatically be deselected. To remove those contacts from the grid view, select Auto Remove Unchecked People. To remove other contacts from this mailing list, un-check the check box next to a contact name in the Select column. Only checked contacts will be included in this mailing. Click Next to continue.

Junxure will highlight in red with exclamation points those contacts who are missing information. To fix this data, you must leave the wizard and update the appropriate fields. Junxure will not include these contacts in mailing.

If the rule did not produce the desired results, use the Back button at the bottom of the screen to go back to the previous screen. You can create a new rule, edit the rule, or apply a different rule. After you are done, click Next to return to this screen.

On this screen, in the Letters section, check the box to Create Letters/Documents. Select a signature from the Use Signature drop-down menu if applicable. See Using Signatures for more information.

In the Labels/Actions section, uncheck the Create Labels/Envelopes checkbox unless you wish you to create labels or envelopes. Then check the Record in Actions checkbox if you would like to capture this information in an action. Click Next to continue.

Fill in the Type, Process, and Noteboxes. By default, the action will be selected as completed. If a follow up action is required, check the Action Required button and fill out the Action Description area, adding a Process and Action Keywords if necessary.

Click Next to continue.

The Review Results window provides a summary of your selected contacts and document. If there are any issues with the results as produced on this page, use the back button to adjust the data on preceding screens or click the Cancel button to stop the Wizard entirely.

In the Letter/Envelope History Name field, the Print Recipient List box will automatically be checked to print a list of people who are assigned this Action. If you do not want to print the list, un-check the box. Click on Finish.

You will be prompted to confirm that your printer is ready to print your documents. Click Yes.

Please see Printing the Document in Microsoft Word to view how to print the Document and finish the task.

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