Batch Letters

Batch Letters are located under the Ticklers menu. The System Administrator sets up the options used to create and manage the batch letters and queries.

Searching is available within this section to show what your query returns before generating the batch letter.

Selecting the information from the Search Filter, then clicking on Generate Batch Letter will create the letter(s) based on the selected criteria.

By going back to the customer level, the user can access batch letters that have been created for that customer. Letters can be viewed or printed here.

To select a Batch Letter:

• Select a customer

Select Letters>Tickler Batch Letter

Users will have the ability to view or print a letter for the related customer.