You can create letters and faxes in the Client module, the Translator module and in General Contacts.
|•||The language used in faxes and the Address format in letters is defined in the Client/Translator or General Contacts records.|
Creating letters & faxes
|•||Go to the Communication layout in any client, translator or contact record. There, select Letter/Fax.|
Type salutation, subject line and message text. If needed, open the text modules and "drag&drop" them into the message field.
|•||Switch between Letter and Fax as required and click the Printer icon.|
|•||Click the WORD icon if you want to create the letter in MS-Word (have you designed the Word template?).|