The Letters, Labels, and E-mail course provides in-depth training on all aspects of the Client Data System correspondence tools.

Upon completion of the Letters, Labels, and E-Mail course, you will be able to:

• Generate individual and mass correspondence for contact records entered in CDS
• Save time by creating and using templates for individual contact correspondence
• Create and send form letters
• View correspondence history in the contact Letter Log

Lesson One – Contact Correspondence Runtime: Apr. 12 minutes
In lesson one, you will learn to create individual correspondence using a template with the ‘typewrite letter’ option. In addition, you will be introduced to using merge codes and letter posting options in CDS. 
Click here to view Lesson One

Lesson Two – Mass Mailing Runtime: Apr. 13 minutes
In the Mass Mailing lesson, you will learn how to select contacts for a mass mailing, create follow-up activities for a mass mailing, and post information on the mailing to contact SmartPad records.
Click here to view Lesson Two

Lesson Three – Form Letter Creation Runtime: Apr. 11 minutes
Use the Merge Code Browser to create form letters for mass mailing or individual correspondence and learn how to use the unique Run-Time User Input merge code to add pertinent data to mailings at run-time.
Click here to view Lesson Three

Lesson Four – Advanced Tools Runtime: Apr. 12 minutes
Take advantage of the tools and functionality of Microsoft Word by setting Word as your default word processor. Import existing Word documents and use them as form letters in CDS. This class also covers envelopes and the basics of label creation in CDS.
Click here to view Lesson Four

Fast Classes

Fast Classes spotlight advanced tools and functionality and serve as a supplement to the Core Courses offered on this web site. The following Fast Classes cover tools unique to Client Data System Correspondence.

Label Creation Runtime: Apr. 9 minutes
Use the addresses captured in CDS to print labels for Holiday Greetings or any correspondence needs you may have throughout the year.
Click here to view the Label Creation Fast Class
Click here for a printable version of the Label Creation Fast Class

Label Export Runtime: Apr. 9 minutes
In the Label Creation Fast Class, we created mailing labels for contacts in CDS. In this edition, we’ll use the same information captured in CDS to create labels in Microsoft Word, giving you the flexibility to make changes to the font style, size, and color as needed.
Click here to view the Label Export Fast Class
Click here for a printable version of the Label Export Fast Class

Run Time User Inputs Runtime: Apr. 6 minutes
Learn to use special merge codes to add important information to correspondence at run time.
Click here to view the Run Time User Inputs Fast Class
Click here for a printable version of the Run Time User Input Fast Class

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