Set up letter macros to increase the efficiency of creating letters from scratch.
Setup > letters > macro setup
- Click new.
- Enter the macro code. (Make it easy to remember, but not a commonly typed full word, else it will expand in places you don’t necessarily want.)
- Type in the full text you want to appear in the description box.
- Click save.
How to use macros:
- Type in the macro code.
- Double click the code, the expansion text will populate.