You can create and edit client letters using the word processor built into Planner CS or Microsoft Word (if it is installed on your computer).
- From the Reports menu, choose one of the following:
- If you want to use the Planner CS built-in letter editor, choose Client Letters - .RTF.
- If Microsoft Word is installed on your computer and you want to use it to create client letters, choose Client Letters - .DOC. Planner CS adds a menu named Planner Data to the menu bar in Word and alters the commands in Word's File menu, allowing you to save client letter templates as well as custom letters.
- The word processor you have chosen opens with a new, blank letter. To edit an existing letter or template instead, choose File > Open and open the desired document.
- Enter any text and format the document as you want.
Note: If desired, you can insert plan data into a client letter.
- When finished, choose File > Save As if you are creating a new letter, or choose File > Save if editing an existing letter or one that was previously saved.
- To save this client letter as a template to use for other client letters, click the Template option and click OK.
- To save the client letter as a unique letter for the open plan, click the Custom option. Enter a name for the letter in the Letter name field, then click OK.
- After saving the client letter, choose File > Exit to return to Planner CS.
Was this article helpful?
Thank you for the feedback!