Letter

Action: N/A

Letters are created via an integrated word processor, and are typically emailed or printed and mailed directly. Letters can be printed from the Print button on the Customer, Prospect, or Appointment form, and also via the Marketing functions.

To create a new letter 1. Click the Add button 2. Select a source and enter the description. 3. Click Save. 4. Click Edit Letter

The word processing form will be displayed where you can edit the letter.

To edit a letter, select it in the list and click Edit Letter

Fields

For/source...See Sources for Templates for details on each source.
Description...The description is shown when you are prompted for a template to use.
Preview..Displays a preview of what the letter will look like.
Edit Letter..Opens the Word Processor to edit the letter.