CRM Phase 2 - Flipbook - Page 103
STEP
PROCESS
STEP 1
Select the required customer record; refer to process 02.001.01 L1 Searching for CRM
Records.
STEP 2
From the toolbar select the Letters icon.
STEP 3
Using the tree selection on the left hand side of the screen, select the relevant
department the letter is to be sent from.
STEP 4
Select the required letter.
The letter will merge with the customers address and any other details. If changes to
the letter are required It is still possible to change or add any text before printing the
letter but not merge any other details into the letter.
Printing Customer Letter Template
02.015.01.L1 9304E
Page 103 of 205
