When examining this part of an address block, ask yourself these questions: Does it appear the way the recipient would want it to? Is it too formal? Not formal enough for the recipient? Is it spelled and formatted correctly? To fix anything wrong ...
Go to the Contact workspace. Everything we do with Address and Salutation Checking will happen here. Who To Run It On Select the Filters needed for the group of people you want to run Address and Salutation Checking on. The first Filter you will ...
When sending a letter to multiple households/contacts, the last letter will have the wrong page numbers in the header. Edit the Letter Template The first step is to edit the letter template and change the page numbering format. Open the letter in ...
This article covers using a G5 Email Template to create and send an email in G5. To understand how to create the template, see How to Create a G5 Email Template. You can also find many messages already on a G5 Email Template on our Letters Library. ...
You can add Contact and Company records to the system on the Contacts workspace. Best Practice: Whenever you add a Contact, Create the Household first unless it is to be added to an existing Household, even for single individuals. Add a Household and ...