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 Workspace.
- Use the checkboxes to select the Records you wish to communicate with.
From the toolbar, choose . A Grid of intended recipients will appear.
Verify the intended recipients in the Grid. Any you wish to not include can be unchecked.
- You can use Grid Features and Searches to create a recipient list, combined with the feature to quickly communicate with a group having a common criteria.
Select an envelope or label template from the drop-down list.
Click . Your merged document will be downloaded through your web browser.
- All recipients without a Record Primary address will automatically be removed and flagged for your attention.
- Recipients with the No Mail box checked will be automatically deselected and flagged for your attention.
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 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 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 ...
Making Mass Changes to Records
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Record fields, saving the need to edit each Record individually. The Record Data Change Tool allows edits to the following Record fields: Classifications Tags Interests ...
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 ...