Event Planner: Creating Cover Letters
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| - | This | + | This feature is available beginning in FTD Mercury X3 Fall. |
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| - | When you send your proposal to a prospective customer, Event Planner will generate a cover letter for the proposal. There are default cover letters provided in Event Planner for weddings, parties, or other events; you should customize these and with your information and save them for future use. If you are in a multistore environment, each store has a different set of cover letters. | + | When you send your proposal to a prospective customer, Event Planner will generate a cover letter for the proposal. There are default cover letters provided in Event Planner for weddings, parties, or other events; you should customize these and with your information and save them for future use. If you are in a multistore environment, each store has a different set of cover letters. You configure cover letters from the [[Event Planner: Cover Letters Screen|Cover Letters]] screen. |
Cover letters support two merge fields - the name of the event contact (represented by EVENT_CONTACT) and the name of the employee working with the event ([EMPLOYEE]). You can enter in these merge fields to customize the cover letter for the customer. | Cover letters support two merge fields - the name of the event contact (represented by EVENT_CONTACT) and the name of the employee working with the event ([EMPLOYEE]). You can enter in these merge fields to customize the cover letter for the customer. | ||
| - | To create a custom cover letter: | + | '''To create a custom cover letter:''' |
| - | # From the Event Dashboard, click Cover Letters. The Cover Letters screen opens. | + | # From the [[Event Planner: Event Dashboard|Event Dashboard]], click Cover Letters. The Cover Letters screen opens. |
# From the Store list, select the store for which you are creating cover letters. | # From the Store list, select the store for which you are creating cover letters. | ||
# From the Event Type list, select the event type for the cover letter. | # From the Event Type list, select the event type for the cover letter. | ||
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# When you are finished, click Save As to save a new cover letter, or click Save to replace the cover letter you were using as a starting point. | # When you are finished, click Save As to save a new cover letter, or click Save to replace the cover letter you were using as a starting point. | ||
| - | After you are finished, you can select your cover letter in the Default Settings screen to use as the default for all future proposals, or select it from the Event Setup screen for an event to use it for a specific event only. | + | After you are finished, you can select your cover letter in the [[Event Planner: Default Settings Screen|Default Settings]] screen to use as the default for all future proposals, or select it from the [[Event Planner: Event Setup Screen|Event Setup]] screen for an event to use it for a specific event only. |
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[[Event Planner|Back to Event Planner]] | [[Event Planner|Back to Event Planner]] | ||
Current revision
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This feature is available beginning in FTD Mercury X3 Fall. |
When you send your proposal to a prospective customer, Event Planner will generate a cover letter for the proposal. There are default cover letters provided in Event Planner for weddings, parties, or other events; you should customize these and with your information and save them for future use. If you are in a multistore environment, each store has a different set of cover letters. You configure cover letters from the Cover Letters screen.
Cover letters support two merge fields - the name of the event contact (represented by EVENT_CONTACT) and the name of the employee working with the event ([EMPLOYEE]). You can enter in these merge fields to customize the cover letter for the customer.
To create a custom cover letter:
- From the Event Dashboard, click Cover Letters. The Cover Letters screen opens.
- From the Store list, select the store for which you are creating cover letters.
- From the Event Type list, select the event type for the cover letter.
- From the Cover Letter Name list, select the cover letter you are using as a starting point for your new cover letter.
- Enter text for the cover letter in the text field. You can use the controls above it to format the text. If desired, enter the [EVENT_CONTACT] and/or the [EMPLOYEE] merge fields into the text.
- When you are finished, click Save As to save a new cover letter, or click Save to replace the cover letter you were using as a starting point.
After you are finished, you can select your cover letter in the Default Settings screen to use as the default for all future proposals, or select it from the Event Setup screen for an event to use it for a specific event only.
