Send an Individual Letter in ParcVu Online

Last updated 7 days ago

Communication options are only available if you have the Feature enabled as part of your ParcVu Online subscription. If you don’t see any/all Communication options when selecting Accounts or Prospects, contact ParcVu Support to check if your package includes the relevant Communications module

Navigate to the Account or Prospect using the Find Screen or by using the Global Search

Select the 'Communications' drop down, then 'Send Letter'

The 'Send Letter' option won't show in the drop down if the 'Letter' flag isn't ticked in contact methods

Select the 'Contact Type' - Account or Marketing

Then select the correct 'Category', which will then list the available templates for that category in the second drop down

Select the template required

Select ‘Preview and Edit’ at the bottom of the pop up

The template will then show, allowing you to make changes to the template at this point.

You can edit the letter when you're on the 'Letter' tab, or you can view the template and merge fields when you select the 'Template' Tab

To edit the document, the user will need the Can Edit Documents Before Sending user permission

'Your Document is Ready' screen will now display showing results of the printed Letter

If the letter had failed to print, a warning sign will show next to the account and a brief explanation of why this communication has failed will show in the 'Error' column