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Microsoft Dynamics GP (Archived)

Regarding the Letter Writing Assistant - Word Drop-down Missing

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Hi,  

I have the same problem as the previous post.  We have Dynamics GP installed.  We don't have the data migrated yet.  I am doing some research and trying to learn the system.  I am in company Fabrikam, looking around and trying things out.  I was trying to print a letter.  To create the letter I went to Smart List -> Sales -> Customers -> Customers Over Credit Limit*.

This generates a report.  Then click on Word -> prepare a collection letter -> there aren't any templates in the window to choose from.

I read the answer but I don't completely understand the answer.  I went to SLB but after that I did not know what to do???  

Please can someone please elaborate on the answer? :)

Thank  you very much.

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  • Suggested answer
    L Vail Profile Picture
    65,271 on at

    Create your SmartList.

    Navigate to Administration | Letter Writing Assistant and go through the wizard. You can specify your smartlist favorite when you pick the customers to be included.

    Kind regards,

    Leslie

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