RB User Guide > Production > Letters

Sending letters

RB9 only

Correspond with contacts, witnesses and third parties about turned-in jobs, with relevant details about the jobs filled in by RB9 automatically. Email letters can include cc’s and bcc's. You can edit letters before emailing or printing. You can also customize the form letters used. RB9 records letters sent via email in the Email Log.

  1. Find job

    1. Production > Letters
    2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
      • Job No.

        Enter a job number.

      • Job Date From/Job Date To

        Enter a date range that includes the scheduled job, if desired (see Date Navigator).

      • Job Status

        Stage the job is in, e.g., New or Cancelled. Default is ALL. Click look up button to restrict the results (see Lookup panel). Job status options are set in Lists > Jobs.

      • Case

        To restrict results to a single case, see Looking up cases.

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click lookup button to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units.

    3. Click search button. RB9 lists all of the jobs that meet the specified search condition(s). Listings are color coded based on their job status. (Job status colors are set in System Preferences > Calendar > Job Status Color.)

  2. Create & send letter

    Click options button next to the job you want to correspond about, then:

TIP: Customize form letters to fit your business

Edit any form letter template, if desired, and create your own templates from the existing ones.

Reference
Step-by-step instructions