Do you need a reminder to send a letter or a package to your client? Schedule a Letter to your calendar. Print an address label in just a few clicks. This make sending mail much easier.
Creating a letter
1. Create a Letter directly from the Calendar. Click anywhere in the Calendar and select the activity type » Letter. You need to fill in the name and the recipient. (Contact or Account).
2. If you want to send a letter or a package to one specific Account, we recommend creating the Letter directly from the Account detailed card » Green plus » Letter.
3. If you need to send a Letter to multiple Accounts, an example being a Season's Greetings card or an invitation, the easiest way is creating it from the Main Menu » Activities » Letter » Green plus.
In the dialog box, you need to fill in the name and one recipient (Account or Contact).
Once you save the Letter, you can add more recipients on the detailed card.
4. It is possible to create Letters in bulk from the Account or Contact list view. Just select the ones you want to create the Letters for from the list. A green + Create button will appear. When you click this button, a dropdown will open where you select Schedule Activity. Find out more about Mass Activity Creation in this article.
Address labels
As we mentioned previously, the biggest advantage of having Letters in Raynet is the possibility to print address labels. After adding all the recipients on the Letter detailed card, click the three dots » Address Labels.
Address labels are exported to PDF. This file can then be printed out.
Tip: If you want to print address labels on adhesive labels, we recommend choosing the format A4 white 68mm x 36mm (for US, letter size, 8.5 x 11 inches)