I would like to make changes to my client letter in Screen 5.2, however I would like to pull a custom letter into this client first
- Go to Screen 51. Invoice & Letter.
- Scroll down tot he section Client Letter.
- Select the desired letter in the field Folder number (99=Spanish, -1=omit letter)[O] (input code 2).
How do I change which of my client letters I use as the default?
- Go to Settings, then select Options (or Master Options, if you want to set up as the standard on a network).
- Click on the Setup tab.
- Under Setup, look for the first section called Program Options.
- Change the number in Default Letter Folder to reflect the number of the client letter that you want to use.