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The main purpose of grouping is to collect customers and/or suppliers
together for the purpose of mailings. Any customer or supplier can belong to a group. Members may be added to and removed from the group
at any time, by using this window.
Adding
Members
Click the Add Member button to add one or more members to the
group. After clicking the button, the selection window appears from
where you can search for and select various customers or suppliers.
Removing
Members
To remove a member from the group, click on the member's line in the
list, and then click the Remove Member button.
Deleting
A Group
Groups may be deleted at any time. Once you have displayed the group
in this window, click the Delete Group button.
Sorting
The List
You will notice that the top of each column has two arrowheads
beside the column name. These are sort arrows, and allow you to
alphanumerically re-order the list based on that column. The upward
arrowhead orders the column from a to z. The downward arrowhead
orders the column from z to a. When you click on an arrowhead, the
other arrowheads disappear to indicate that you are sorting the list
based on the order in that column. To un-sort the list, click on the
arrowhead again, and all the arrowheads will reappear.
Creating A Mailing
The Write Letters button allows you to create a mailing to
the currently displayed group. The mailing links a group in TorSoft
CashBook 200 to a normal document in Microsoft Word 2001 on the Macintosh and Microsoft Word 2000 on Windows.
These Word documents must be stored in the Letters folder,
which is inside the CashBook 200 folder. To see how this process
works, look at the fragment of one of the sample letters which comes
with the program - "Group Mailing.doc".

As
you can see in the picture above, there are two special pieces of
text - <<Subject>> and <<Address>>.
When the mailing process starts, these two pieces of text
will be replaced by the customer or supplier name, and the customer
or supplier address respectively. You may use <<Subject>>
and <<Address>> as many times as you wish in the
letter, or you may leave out either one - in the example above, <<Subject>>
is used twice.
To create your own letters with which to produce a mailing, write a
normal Word document, and then save it in the Letters folder
(It is important that you save the document with ".doc" at
the end of the filename - even on a Macintosh). The letter should be
written in the same way as any other Microsoft Word document, the
only difference being the use of <<Subject>> and <<Address>>.
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