CRM Phase 2 - Flipbook - Page 98
Creating a
Customer Letter
Template
From the CRM
menu select
Reports and
enquiries
Select Customer
letter templates
Click on Open
Select a template
letter
Click, File and
Save as and enter
a Filename and
Description
Click OK
Merge field can be added to
the text of the letter, refer to
process notes for more
information
Complete the text
as required
YES
Click on the Test print
icon from the toolbar
and select the required
Windows printer
Is a test print
required?
NO
Click on Save
Customer Letter Templates
02.008.01 L1 9304E
Page 98 of 205
