The creation of a letter means that a standard letter will be printed which then can be sent via post.

 

Via Communication -> Create letter the Wizard 'Create letter' will be started.

 

First, the desired contact needs to be selected.

 

One of the available contact persons can be selected or 'No contact person' in case not aimed to a specific person.

The default postal address is selected but another address can be used.

 

Click on [Next]. Now the address block will show. This can still be changed. Click on [Next], then the desired standard letter can be selected. 

 

 

In the [Next] window the tick 'Archive' can be placed if this letter has to be saved in the archive of the contact.

 

The attribute is automatically filled and is a combination of the letter number, sequence number and the employee that is logged in.

 

In the field 'Remark' a short and concise description of the letter can be entered. This can make searching in the archive easier.

 

With the button [Letter] the standard letter will be opened and can then be altered.

 

If the letter is altered as desired then it is important that the button [Back to Office Manager] is used so the letter is saved in the right spot.

 

The last step of the wizard gives the possibility to select a printer and to print the letter.
During this process the letter will be combined and send to the printer. If the letter is archived, then it can be found at 'Contact history/archives'.