Correspondence

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?).