To find the Advanced Filters window - Create Personalized Letters



To find the Advanced Filters window - Print Personalized Letters depends upon the setting for the preference: Always Display Advanced Filters Before Sending Forms. (To find the preference: Setup > Preference > Reports & Forms.)

If the preference isn't marked (which is the default setting):

  1. Click Create Personalized Letters in the Card File Command Center.
  2. Click the Advanced Filters button in the Review Cards Before Exporting window.

If you've marked the preference:

Click Create Personalized Letters in the Card File Command Center.