CRM Phase 2 - Flipbook - Page 104
STEP
PROCESS
STEP 5
Chose the printer required. At the foot of the screen is the Printer type, select either
Client (Windows) printer or a K-print printer. It should not be necessary to alter the KPrint form name.
Select the
icon from the toolbar.
Note: The Sales Executive9s Name and Title which can be printed is dependent on
the department selected before printing. Also the address shown will depend on the
Contact method flag set to 829 for Home address or 839 for Company address
against the respective department.
STEP 6
Once the letter is printed it is possible to record a line of contact history detailing the
fact that the letter has been send with any further action.
Refer to process 02.003.01 L1 Creating a New Contact for information on how to
create a contact.
If a contact is created, a copy of the letter printed will be stored in the contact notes of
the contact allowing for re-printing again.
STEP 7
If a contact is not required, click on Exit to return to the customer record.
Printing Customer Letter Template
02.015.01.L1 9304E
Page 104 of 205
