Why:
Letters can be created in Fusion to inform customers as to which of their vehicles are due into the workshop, when and for what type of service.
Where:
From the Workshop Order View or Vehicle View, select Actions > Schedules. This will display a Scheduled Work window. Click the Letter button to access the Letter Processing window.
How to Define Letters:
In the Letter Processing window select the Date Range that you want to cover and the Customer that the letter is for. Select the Letter type that you want, as well as the Branch Number and Format. Selection of letter format allows for the printing of schedule letters per customer, per customer and vehicle or per schedule. For example, the selection of letter format per customer will print off one letter per customer where each letter may include details of more than one vehicle and scheduled operation.
How to Edit Letters:
Letters are edited by using the Letter Maintenance function. You will find this from the Vehicle View > Actions > Letters. This will display a letter maintenance window. To edit, if you right-click a letter I.D then this will open it for you to edit.
How to Transfer Letters to a PC:
Schedule letters can be transferred to PC by using the Transfer to PC checkbox within the Letter Processing window.
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