Creating Letters
Once a letter is registered in Oracle Sales and Marketing using the Letters window, use Microsoft® Word for Windows to create your business letter.
Attention: Prerequisites: Microsoft® Word 6.0 or later for Windows must be installed on your computer in the proper directory. If properly installed, the application will automatically open when you chose the New Letter or Edit Letter button. See your system administrator if your path is set incorrectly.
1. Choose the New Letter button in the Letters window to open Microsoft® Word for Windows.
2. Select either the Event or Generic template.
Word closes the template window and opens the selected template.
4. Modify the letter, as appropriate.
You can modify the template by adding, changing, or deleting text and by adding, changing, or deleting tokens. You may need to place punctuation around merge fields, such as placing a colon after the tokens in the salutation line.
Attention: Do not introduce extra carriage returns or extra spaces around the merge field tokens. The letter is automatically constructed to accommodate the inserted information, placing carriage returns at the appropriate points.
5. Insert the LetterCode token in the letter.
6. Choose Save on the toolbar to add the created letter to the database.
If you have a scanned image of your actual signature stored in a Word-supported picture format, you can copy the image of your signature into the letter.
1. Place the cursor at the point you want your signature to appear.
2. Choose the Picture command from the Insert menu on the menu bar.
3. Choose the file name in which your scanned signature is stored.
Your signature appears in the letter.
You can use Microsoft® WordArt to create a mock signature. This will not be an exact replica of your signature because it is only a script-like graphic not a scanned image.
1. Place the cursor at the point you want the signature to appear in the letter.
A text box entitled Enter Your Text Here opens.
4. Enter your name in the text box.
5. Choose the Update Display button to see how your entry looks in the letter.
6. Close the Enter Your Text Here box when you have finished.
To preview the merged letter:
1. Choose the View Merged Data button.
1. Select Save As from the File menu on the menu bar to open the Save As window.
2. Select the drive that your system administrator has created to store Oracle Sales and Marketing letters.
3. Select the directory where Oracle Sales and Marketing letters are saved.
The Directories list box shows the directory tree for the drive you selected in the previous step. Verify the proper path, as specified by your system administrator, is selected. You can double-click on a directory name to open or close it as required.
4. Enter the file name in the File Name text box.
If you did enter a name in the File Name field of the Letters window before opening Word, make sure you use the same file name here otherwise Word will not be able to locate the letter when it performs the mail merge.
If you entered a name in the File Name field of the Letters window before opening Word, make sure you enter the same name here.
5. Choose OK to save the letter.
To return to Oracle Sales and Marketing:
- Choose Exit from the File menu on the menu bar.
Word closes and returns you to the Letters window.