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Siebel Sales User Guide > Correspondence >
Previewing Letters and Labels
You should preview the letter before sending it to a contact. If you do not use a fulfillment center, you can print a letter or label from the preview screen. You must generate correspondence before you can preview it.
NOTE: If you use a fulfillment center, you do not have to print the letter, but you should still preview it before sending it.
To preview a letter or label
- Navigate to the Correspondence screen.
- In the Correspondence list, select the correspondence you want to preview.
- Drill down on the Merged hyperlink in the Generated Document field to display a document in your word processor, if you have the word processor installed locally.
- Drill down on the Merged in the Generated Label field to display labels in your word processor, if you have the word processor installed locally.
- In the Correspondence list, click the menu button and choose View (HTML) to display a document in your Web browser if you do not have the word processor installed locally.
- In the Correspondence list, click the menu button and choose View Label (HTML) to display labels in your Web browser if you do not have the word processor installed locally.
The letter or label appears, with the recipient's name and address information merged into the template.
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Siebel Sales User Guide Published: 18 April 2003 |