#

NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

In a client or session record, double-click on a letter on the Communication
tab to open a letter. The letter record is used to display a letter that
has already been sent to your client.

The Letter Record

Letter Menu and Ribbon #

Letter Menu #

Menu Button
– The Spectra menu button will show an icon based on the type of record
it is. For the letter record, it has a page icon. Click on the icon
to see a list of the menu choices, such as Save,
Save &
Close, Save
& New, Delete Call, and
Close Form.
Quick Access
Bar – If you opened the letter from a list, there will be grey
arrows to select the next or previous record from that list.
Title Bar
– Once a record has been saved, it will show “Letter
-” followed by the name of the client.
Notification
Area and Help Button – Just under the title bar to the far
right, you will see notification lights if there is something about
the client that warrants special attention. Click Help
to get online help for this window.

Letter Ribbon #

If you’re not sure what a certain button is for, hold your cursor over
the button and wait for the tool tip to be displayed.

Home Tab #

File Group #

Delete
– Delete the open letter record.

Clipboard Group #

You can Paste
information that you copied or cut from another location or program
into a single field. You can also Cut
or Copy text from a single
field for use elsewhere.

View Group #

Client
– Open the client record associated with this letter.
Session
– If this letter was created from a session, click this button to
open that session.

Letter Detail Section #

The Detail section shows the
name of the letter from your form letter list. The sent date is the date
the letter was printed (Spectra assumes it was sent the same day). Finally,
there is the body of the letter with any merge fields showing the information
as it was printed out.

#