Client Select

On the Letter Preview window you are given the option to select clients from a list for which to preview the letter.

You can:

• pick the clients from a list displayed;
• select a previously saved list of clients;

When you choose 'Select clients from a list' from the Letter Preview window, the Select button becomes available. Click this button to see the Client Select window.

 

Pick the clients from the displayed list

The Client Select window lists all clients from which you can choose to create letters.

Select clients by highlighting the client names. As with Microsoft Windows Explorer, you can also select names by:

• using SHIFT+select to highlight a range of names that are adjacent;
• using CTRL+select to highlight a number of names that are not adjacent.

You may also select a range of clients by clicking the Ranges button. This will open a Filter Client List window which will allow you to enter a selection of information that will filter the client list to display only clients that match your filter criteria.

Clicking OK on the Client Select window will produce the letter(s) for the highlighted clients.

Select a previously saved list of clients

On the Client Select window, click the Open button. This will open a window which will allow you to browse for a previously saved list of clients. The lists available will be lists that have been previously saved within the current dataset. However, you may browse to other locations where lists may have been saved. Once you have opened a list, the clients within the list will be displayed in the Client Select window. Clicking OK on the Client Select window will produce the letter(s) for the highlighted clients. (See below for more information on saving lists of clients.)

Saving lists of clients

Within the Client Select window, make a selection of clients which you wish to save in a list, either by highlighting clients individually, or using the Ranges option. Once the required clients are displayed, click on Save as. In the window that opens, enter a name for your list in the File name box. Click Save.

The list is then saved and can be recalled by clicking Open on the Client Select window and choosing the list from the available list of files.