CRM Phase 2 - Flipbook - Page 99
STEP
PROCESS
STEP 1
From the CRM menu select Reports and enquiries.
STEP 2
Select Customer letter templates.
STEP 3
A Default Template will exist to copy from.
To view/edit an existing letter template, click the
select the appropriate template from the list.
STEP 4
icon from the toolbar and
To copy from an existing template, click on File from the toolbar and select Save as.
Enter a Filename and Description for this letter. N.B. Two letters cannot have the
same filename.
Customer Letter Templates
02.008.01 L1 9304E
Page 99 of 205
