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Article ID:                  4185

Subject:                    How to Create and Print Letters and Labels in Pro Gold i2

Last Modified:         November 18, 2013

Applies to:                Pro Gold i2 3.xx

Purpose:   Letters are created in Pro Gold i2 in a merge-style, where there are generic fields that are inserted into the letter template so that the letter will be personalized when sent. Those letters can be printed, with labels, to send to contacts or buyers and sellers in Pro Gold i2.

Procedure:  Actions required to create and print letters and labels:

•          Step 1:  Create Letter Template

-          Main Menu => Lead Management => Marketing

-          Click the Manage Letters icon.

-          Create a new letter

•          Click on the New Letter button

°          To modify an existing letter, select the letter from the Find drop-down at the top of the screen

•          Enter a name for the letter in the Letter Name field

•          Select Letter Type (i.e. Agents, Buyers, Contact Mgr. Pro., Customers, Employees, None, Properties, Sellers, or Vendors)

°          Selected “Letter Type” determines which data fields are available for the letter

°          Note: if “None” is selected, data fields are not inserted into the letter

•          Click the Save Letter button

-          The blue area is where the text of the letter is entered

•          Text can be pasted into the blue area by copying the text from another source, right-clicking in the blue screen, and selecting Paste

-          Insert data fields into the letter

•          Available data fields will be listed in the Key List next to the blue area

•          Highlight a data fields from the list

•          Place the cursor in the desired location (in blue area)

•          Left double-click to insert the field into the letter text

°          Note: “$” need to be placed into the letter text before dollar fields

-          Open the Rich Text Editor to edit the letter in word processing mode

•          Click the Edit Letter button at the bottom of the screen

•          Edit and format the letter as in a normal word processor (such as changing font options)

•          Click the red “X” to save changes and close the editor

-          Complete the letter and click Save Letter to save the letter and Done to return to the main menu

•          Step 2:  Print Letters

-          Main Menu => Lead Management => Marketing

-          Click the Print Letters icon

-          Select the desired letter from the Select Letter drop-down.

-          Select the appropriate Category from the available options. This will alter the contacts/prospects or buyers/sellers that appear in the List

•          The options available in the Category will change depending on the type of letter that was selected to print.

-          Drop-down options at the top of the screen allow the contacts/prospects or buyers/sellers in the List column to be filtered

-          Select contacts/prospects from the List column by highlighting a name and clicking the small blue right-pointing arrow to move the name to the Recipients column

•          The entire List can be selected by clicking the large black right-pointing arrow. All of the names in the List column will move to the Recipients column

•          Names can be removed from the Recipients column by selecting a name and clicking the small blue left-pointing arrow

•          All of the names can also be removed from the Recipients column by clicking the large black left-pointing arrow

-          Once the recipients are selected, click the Print Preview button to preview the letters and review for any errors

-          Close the preview screen

-          Click the Print button to print the letters

•          Step 3:  Print Labels

-          To print labels for the selected recipients, click Preview Labels button at the bottom of the Print Letter Selection screen

-          The preview screen will appear to show the labels that will be printed

•          Avery 8160 is the style that labels are formatted in

•          If a selected recipient does not appear in the labels, then there is not a complete address (i.e., Name, Street Address, City, State and Zip) for that recipient in Pro Gold i2

-          From the preview screen, click the “P” key on the keyboard and the Print Preview screen will appear to select the printer options

-          Click “Ok” to print the labels

-          Close the label preview screen to return to the Letter Print Selection screen

-          Click the Done button to return to the menu

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

   http://secured.progoldi2.com

•          The Enhancement HelpNet links are located on the right side of the web page.

Related articles:  N/A

Keywords:  Advertising, Contact, Create Letters, Leads, Marketing, Print Labels, Prospect, 4185