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Release Notes

Customer Reports - Letter Page

Posted by Manuel Soto Thursday, April 04, 2013

Letter Page

Use this article to learn more about creating and editing a Letter Page for your Customer Reports. For an example of the Letter Pages, see the attachment at the end of this article.

There are two kinds of pages you can choose from for you letter page:

  • Fancy letter page that can contain a title, heading, up to 3 paragraphs that can be accompanied by stock or custom images, a bullet point section, and a page footer.
  • Formal letter page that can contain a logo, salutation, a letter body, signatures and a footer.

Both letter types support the ability to insert tags that contain transaction information such as date, customer information, advisor and vehicle information that changes from customer to customer.

The Letter Page is customizable. To customize it, take the following steps:

  1. From EDGE, click Tools, Admin Options to display the Administrator Options window.
  2. Click on the Customer Reports tab, select your report in the list, and click Edit.
  3. Select it in the Report Format panel and click Edit Section to display it in the Letter Page Editor window.
  4. Using the guide below, make any changes you want.
  5. Click the down-arrow on any text section dropdown box to display the rich text editor.
  6. Customize the text in any way and insert tags as needed.
  7. Use Preview to see how your changes look.
  8. Click OK to save.

 

Fancy Letter Page

Letter-Page-Editor

Title - Title of the Letter Page.

Title Separator Line - Inserts a horizontal line in the letter to separate the title from the main letter body.

Heading - Inserts a heading above the paragraph section.

Paragraph 1, 2, 3 - Customize your message in up to 3 paragraphs.

Graphic 1, 2, 3 - Add color to the letter with small graphics that appear to the right of the paragraphs. Use the EDGE stock images or create your own.

Bullet Title - Title for the bullet point section of the letter.

Bullet Separator Line - Inserts a horizontal line in the letter to separate the bullet section title from the bullet section.

Bullet Description - Inserts a description above the bullet point list.

Bullet Items - Creates the bulleted items in the list.

Page Footer - Includes your dealership name and address information.

Reset to Template - Resets the cover page to the EDGE defaults.

Preview - Use the Preview button to see your customizations before you implement them.

 

Formal Letter Page

Letter-Page-Editor-Formal

Logo - Add an EDGE default images or your own custom logo to the top of the letter. You can use an image or a text section created with the rich text editor.

DateTagDate - Use the date tag to insert the current date when the letter is printed.

  • Click the dropdown box to show the rich text editor.
  • Click the [t] button to open the tag window.
  • Click on the [D] tag to insert the current date tag.

Customer Address - Use the address tag to insert the customer address when the letter is printed.

Salutation - Use the name tag to insert the customer name when the letter is printed.

Body - Use this section to compose the body of the letter.

Signature Left/Right - You can elect to use a text signature or a signature image.

Page Footer - Includes your dealership name and address information.

Reset to Template - Resets the cover page to the EDGE defaults.

Preview - Use the Preview button to see your customizations before you implement them.

[button link="http://knowledge.autopoint.com/wp-content/uploads/sites/4/2014/02/edge_letter_page.pdf" size="medium" target="_blank" color="orange" lightbox="false"]Download EDGE Letter Page[/button]

[button link="http://knowledge.autopoint.com/wp-content/uploads/sites/4/2014/02/edge_formal_letter_page.pdf" size="medium" target="_blank" color="orange" lightbox="false"]Download EDGE Formal Letter Page[/button]

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