Revenue Results Tip: Additional Text on Letters
Occasionally Users have a need to insert particular data onto a letter that may not be traditionally saved in their Revenue Results database. For Example, maybe you are sending out an Employer Garnishment letter and you want to include “Please Garnish wages by 10% bi-weekly”, but this percentage is different on a case by case basis. Revenue Results provides you an ability to insert one line of free form typed text into any letter that is created.
Using this feature is easy, it will require a few steps in Define Letters and then it is ready for the users to use as needed. We call this feature **Additional Text**
To Define Additional Text:
Step 1: Navigate to Administration…Correspondence…Define LettersStep 2: Select which letter has a need for the free form text, or create a new letter
Step 3: Select the Merge fields tab in the Define letters box
Step 4: Click the + sign next to the Miscellaneous option
Step 5: Double Click on Additional Text to add it to the selected Merge fields
Step 6: Launch Word and insert the Additional Text merge field on the letter where the free form text should be viewed.
Step 7: Save the Word Document and then Click OK on the Define Letters box
To Use the Additional Text field:
Step 1: Open up a DebtorStep 2: Select the Letter Request Action
Step 3: Select the letter to print
Step 4: Type in the additional text information into the area marked Additional Text
Step 5: Click Print and your letter will be printed with all merge field data including any data you typed into the additional text box.
