Creating Letters in Cornerstone

Modified on Wed, 8 Oct at 4:11 PM

Learn how to create customized letters in Cornerstone using the letter creation tool and tokens to pull in customer-specific data.

Steps to Create a Letter

Click Inquiry/Mail > Create Letter
Click "Insert"
Enter "Document Name" (limited characters)
Enter "Description"
Paste or type letter into body
Click the printer icon
"Return to Image" adds the logo to the letter. For placement at top, select 1st Quadrant
Click "Close" to save quad selection
Click "Ok" to save letter

Using Tokens to Pull in Customer Data

To use tokens to pull in customer-specific data to the letters, right-click within the letter body and then choose from the list of tokens that appear.

Customer Information Tokens

@_CusAcctNo_@ - Customer Account Number
@_CusName_@ - Customer Name
@_CusFirstName_@ - Customer First Name
@_CusLastName_@ - Customer Last Name
@_CusActiveSince_@ - Customer Active Since Date
@_CusClosed_@ - Customer Closed Date
@_CusContact1_@ - Customer Contact 1
@_CusContact2_@ - Customer Contact 2
@_CusEmail1_@ - Customer Email 1
@_CusEmail2_@ - Customer Email 2
@_CusPhone1_@ - Customer Phone 1
@_CusPhone2_@ - Customer Phone 2
@_CusFax_@ - Customer Fax Number

Customer Address Tokens

@_CusAddr1_@ - Customer Address Line 1
@_CusAddr2_@ - Customer Address Line 2
@_CusAddrFull_@ - Customer Full Address
@_CusCity_@ - Customer City
@_CusState_@ - Customer State
@_CusZip_@ - Customer Zip Code
@_CusCityStateZip_@ - Customer City State Zip
@_CusServiceTo_@ - Customer Site Address
@_AdrSendTo_@ - Customer Send to Address

Customer Service Numbers

@_CusServiceNum1_@ - Customer Central Account 1
@_CusServiceNum2_@ - Customer Central Account 2
@_CusServiceNum3_@ - Customer Central Account 3

Company Information Tokens

@_SysName_@ - Company Name
@_SysAddress1_@ - Company Address 1
@_SysAddress2_@ - Company Address 2
@_SysCity_@ - Company City
@_SysState_@ - Company State
@_SysZIP_@ - Company Zip
@_SysAddrFull_@ - Company Address Full
@_SysPhone1_@ - Company Phone 1
@_SysPhone2_@ - Company Phone 2
@_SysLicense_@ - Company License Number
@_SysLicense2_@ - Company License Number 2
@_SysMerchant_@ - Company Merchant Number
@_SysServiceNum1_@ - Central Acct #1
@_SysServiceNum2_@ - Central Acct #2
@_SysServiceNum3_@ - Central Acct #3
@_SysPaymentURL_@ - Alarm Payments URL

Company Address Tokens

@_AdrRemitTo_@ - Company Remit Address
@_AdrReturnTo_@ - Company Return Address
@_CSBillSvcs_@ - ALARM BILLING SVCS
@_CSAddrFull_@ - Cornerstone LBX Address (Lockbox Address)

Multicom Information Tokens

@_MulName_@ - Multicom Name
@_MulAddrFull_@ - Multicom Address
@_MulContact_@ - Multicom Contact
@_MulTitle_@ - Multicom Title (Contact Title)
@_MulEmail_@ - Multicom Email
@_MulPhone1_@ - Multicom Phone 1
@_MulPhone2_@ - Multicom Phone 2
@_MulLicense1_@ - Multicom License 1
@_MulLicense2_@ - Multicom License 2

Signature (Employee Profile) Tokens

@_Signature_@ - Signature EMPLOYEE PROFILE
@_SigFirstName_@ - Signature EMPLOYEE PROFILE First Name
@_SigLastName_@ - Signature EMPLOYEE PROFILE Last Name
@_SigTitle_@ - Signature EMPLOYEE PROFILE Title
@_SigEmail1_@ - Signature EMPLOYEE PROFILE Email 1
@_SigEmail2_@ - Signature EMPLOYEE PROFILE Email 2
@_SigBusPhone_@ - Signature EMPLOYEE PROFILE Bus Phone
@_SigBusPhoneExt_@ - Signature EMPLOYEE PROFILE Bus Phone Ext
@_SigCellPhone_@ - Signature EMPLOYEE PROFILE Cell Phone
@_SigHomPhone_@ - Signature EMPLOYEE PROFILE Home Phone
@_SigPagPhone_@ - Signature EMPLOYEE PROFILE Pager Phone
@_SigAddr1_@ - Signature EMPLOYEE PROFILE Address 1
@_SigAddrFull_@ - Signature EMPLOYEE PROFILE Address Full
@_SigCity_@ - Signature EMPLOYEE PROFILE City
@_SigState_@ - Signature EMPLOYEE PROFILE State
@_SigZip_@ - Signature EMPLOYEE PROFILE Zip
@_SigCityStateZip_@ - Signature EMPLOYEE PROFILE City State Zip

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com