Legacy module
The module described in this article has been marked as a legacy module. This means the following:
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We don't create new features for this module or fix any bugs.
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The module is not available anymore in Xentral instances (demo or licensed) created after 28-Sep-2022. If you as a new user have special requirements that could only be fulfilled by this module, please contact our customer support team to discuss a solution.
For more information, see also Why is Xentral deprecating some modules and what does this mean for you?
There are two ways to send serial letters in xentral. On the one hand via address filters, on the other hand with the module Serial letters. In combination with the extra module Layout Templates you can create a prefabricated letter, which you can then fill with dynamic address variables for selected addresses and print.
Note
This is a legacy module that is no longer supported or developed by xentral. To allow our customers to continue working with the existing functionality, it is still available in the xentral App Store.
First, you will need a template for the mail merge. Instructions on how to create layout templates can be found here: Layout Generator
Master data > Contacts > Address filter
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Click +Add new filter and filter by a criterion like group or project
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Click on the action menu on the right and select Print serial letter from the drop-down menu
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A new window will open where you can select the layout template and the printer
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Click on Print
Note
Starting with version 18.1, there is an additional option for "Collect PDF" here. This saves all PDFs of the serial letters in a PDF one after the other.
App Center > Serial letters
All customer ids are displayed in the overview. By selecting filters, the list can be refined. For example, only customers who have purchased a certain item can be displayed. By ticking the checkboxes on the left side, the recipients of the serial letter are selected.
Below the table there are two drop-down menus from which the desired layout and printer can be selected. Click on print to finish the process.
Note
Starting with version 18.1, there is an additional option for "Collect PDF" here. This saves all PDFs of the serial letters in a PDF one after the other.