Name Letters

Name letters can be sent to an individual record, rollup list, or a list of search results. They are best used to send voicemail follow ups, request more information, or for marketing purposes.

Sending to an individual

  1. Select a name record you wish to email
  2. Hover over the desired email address
  3. Choose the Form Letter icon which appears furthest to the right
  4. Select the desired letter by choosing Action-Email
  5. Sendsend_pos_letter

Sending to a group

  1. Access a  Name rollup list or a group of Name search results
  2. Select the desired names to send your letter to
  3. Choose the Email icon from the Action toolbar
  4. Choose Click to Select a Form Letter
  5. Choose Action-Select for the desired email
  6. Choose which email field you would like to email in Email Field
  7. If you are using multiple email alias’ you may select the appropriate one from the From dropdown.
  8. Your subject will auto populate from the name of the letter, you do have the ability to edit however.
  9. Check to receive a Return Receipt if desired
  10. Choose a Priority level if desired
  11. The Options charm can be used to turn Resend Checking on/off (Do not see resend checking? Click here to learn about the preference which must be turned on to have this feature available.)
  12. Use Attachments to add any additional documents to your email.