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3/25/2009
ALP Overview
Did you know you can automate mailings and other dynamic communications for customers, vendors, and employees using Dynamics GP (“Great Plains”)?
In this class, you’ll learn how to use the Letter Writing Assistant to:
- Easily populate Word form letters and other documents with up-to-date customer, vendor, and employee information.
- Manage collections more effectively.
- Access expanded employee and human resources data to create dynamic communications, such as applicant letters, employee benefit updates, employee review notifications, termination notices, and merit increase notifications.
- Make full use of the powerful query capabilities of SmartLists by exporting specific customer lists and records to Word to quickly create letters and reports.
Create any mass mailings to customers, vendors, or employees!
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Hello,
First, thank you for the video. It was very well laid out and very helpful. I’m getting a little more advanced than this tutorial went into, and am hoping I can get some assistance. While creating a new Letter to use, I want to pull in certain information on an employee. The templates have a good selection of fields, but what if we want to use a field that is not already available?
For example, on the Employee Maintenance screen, under the Additional Information button, we have the Employee’s FTE located on this screen. It is stored as USERDEF2 in the database. How can we get that field mapped to our newly created letter?
Please let me know if I need to clarify anything. Hoping this is possible! Thanks again for the video!
Justin