Creating a Single Envelope or Label
Envelopes or Labels for a single Record can be created as part of Creating Single Letters in AdvisorEngine CRM, but the following process allows you to create Envelopes or Labels independent of any other communication.
- You can begin an Envelope/Label merge from multiple areas of AE CRM. Options include:
From the Grid that appears, select the address from the Record that you want to merge. The Record Primary address will be selected by default.
Select an envelope or label template from the drop-down list.
Click . Your merged document will be downloaded through your web browser.
- Select a single Record from the Record Workspace. From the toolbar, choose
- From within a Record, choose
from the toolbar.
Creating Single Letters
Launching the Correspondence Editor You can begin drafting an individual letter from multiple areas of AdvisorEngine CRM. Options include: Select a single Record from the Record Workspace. From the toolbar, choose Document > Letter. From within a ...
Creating Mass Letters
Selecting Recipients and Launching the Correspondence Editor Navigate to the Records Workspace. Use the row checkboxes to select the Records you wish to communicate with. You can use Grid Features and Searches to create a recipient list, combined ...
Creating Birthday Correspondence
Using the Birthdays tool in AdvisorEngine CRM allows you to quickly and easily create birthday correspondence. You can send personalized emails, create letters, or just print mailing labels for the current month’s birthdays. Navigate to the Record ...
Creating New Document Templates
This article covers creating a Document Template using the Online Document Editor. To see how to create Templates offline in Microsoft Word, see the article on the Template Kit. To create a new Document Template using the Online Document Editor: Use ...
Creating Mass Envelopes or Labels
Envelopes or Labels for multiple Records can be created as part of Creating Mass Letters in AdvisorEngine CRM, but the following process allows you to create Envelopes or Labels independent of any other communication. Navigate to the Records ...