Client Letters - .RTF

Alerts and notices

The Planner CS built-in client letter writer enables you to create a standard template letter for your clients, as well as design custom letters for individual plans. You can also insert plan data directly into a letter.

To open the Client Letter window, choose Reports > Client Letters - .RTF.

Note: If you have Microsoft Word installed on your computer, you can create and print client letters using Word. See Client Letters - .DOC for more information.

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