Customer mailing can be done from Reports, Maintenance or Customer Info and Mailing. 

Select Mailing, Select Retrieve, Highlight all customers you would like to send a letter by single clicking each name you want.  You may also select all. 

Select the letter you desire or cut and paste one from another word document you prefer.  You may also cut and paste your company logo and letterhead and save it in a new letter you create.

The mail merge will print your company name and address on the top of the letter, the customer information is printed under this.  The body of the letter follows then the salespersons name finishes the document.  Make sure you add a Sincerely yours, or Yours truly, at the end of the letter.

We suggest you print a test letter before you do any large printing.

E-Mail:  You can e-mail customer letters through Customer Info & Mail, Maintenance , and Reports.  All you need is an e-mail address for the opportunity or opportunities that you would like to follow up on.  Just go to the customer mailing and from the mailing list select the opportunity or opportunities that you are following up with.

Make sure that you have a valid e-mail address and pick the type of letter would like to send from the letters tab.  Be sure to choose the print preview button to see the layout of the letter before you e-mail.  This is how it will appear when the customer receives it.  If everything looks the way you want it to, select the save button and then select the E-Mail button in the top left of the mailing screen.

You must have access to e-mail on the PC you are running the TRAX system on or a PC running the TRAX networking software.  This is a great way to follow up with opportunities especially if you have an e-mail address for those opportunities.

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