Choosing a Unique Envelope

 

This feature is part of Agenda Development's MIR module.  MIR stands for "Make It Rain", a group of tools included in the MasterQ-ENT version that automates customer contact and follow up.

 

For many, one standard envelope is good enough.  But for others (you know who you are), it needs to be just a bit better.  For those folks, each user has the ability to specify their own quick-start envelope template.  Select the Tools | Change Quick Start Templates for Current User from the main menu.

 

 

This same form is used to select a specific quick-start quote and envelope template for the current user.  But for now, we're just interested in the Envelope template.

 

You may select the file by pressing the look up button.  There are also buttons to allow you to edit this document and to view all of the available template substitutions available to use on your envelope.

 

If no entry is made here, the default envelope specified in the System record will be used.