CRM Phase 2 - Flipbook - Page 102
Printing a
Customer Letter
Template
Select the
required Customer
record
Refer to process 02.001.01 L1
Searching for CRM Records
Click on the
Letters icon from
the toolbar
Using the tree, select
the relevant location
and department for
the letter
There letter will merge with
the customers information
Select the
required letter
Are changes to the letter
required for this print?
YES
Note: merge fields can not
be added at this stage, refer
to process 02.008.01 L1
Creating Letter Templates
Complete any text
changes
NO
Is K-print required or is a
Windows printer to be used?
Choose the Printer type
to use for the letter
Click on Print
Once the contact has been
created, it is possible to
retrieve a copy of the letter
produced within the notes of
the contact history
YES
Refer to process
02.003.01 L1
Creating a New
Contact
Does Contact
History need
recording?
NO
Click on Exit to return to
the Customer record
Printing Customer Letter Template
02.015.01.L1 9304E
Page 102 of 205
