See video tutorial SERIAL CORRESPONDENCE
Click on 
icon in upper toolbar to open serial correspondence wizard.
In first window that will appear select "Serial correspondency" and press NEXT.
In second window specify the source of data. Four different options are available here:
| • | selected clients - envelopes will be addressed only to clients marked in "X" column in the client's view |
| • | renewal - envelopes will be addressed only to clients with policies with renewal date between chosen time range |
| • | payments - only to clients which are to pay an installment within chosen time range |
| • | filtered policies - envelopes will be addressed only to clients with policies previously filtered in the view of policies |
Pic.1 Select/add message template for serial correspondence
In this window you may add a message template or change existing message. A message may contain information from the database - use "Insert" option to automatically fill out fields like Name, Street, Policy number
Pic. 2 Add/edit message template window
After you selected the message template choose filtering criteria like: Insurance Company, date, agent's name etc. then press "Ok"
The final result of your action will be displayed as picture shown below:
Pic. 3 Preview of a ready to print message
Practical example: Print serial correspondency with message: "Dear Mr. Brown your policy number: 12345 expires on 12.08.2006" and address it to selected in the view of people two clients.
Solution: In the view of clients press 
icon and choose "unselect all". Then between all clients choose 2 and select them in the last column - "X".
Click on 
icon from left menu, then press icon from upper toolbar. In opened window mark "serial correspondency" and press NEXT.
In opened window mark "Selected clients" option and press NEXT. Now create new message template - press 
"Add template" icon. In opened window (pic. 2) type the message. For fields like Mr. Brown, policy number 12345, or 12.08.2006 use functions from "Insert"menu: Name, Policy number, Policy expiration date.
When your message template is ready click on SAVE button and enter a specific name for that template. Choose the name you have given for your new message template and click NEXT and then FINISH. The program will display a preview of your message ready to print - just click on 
icon.