If you have items of correspondence you send to a client on a regular basis, you might like to create correspondence templates to save you typing out the correspondence item every time.
To create templates go to Setup > System Setup > Correspondence and select the New Template button.
Give your Template a title, a subject and create the text for your template.
Note: Sometimes it’s easier to create the text in an email then paste it into the template field.
Once you have your templates setup you can use them in Contacts > Company > Correspondence.
Simply select the New Correspondence button
and choose which Template you wish to use.
Your Template will then appear in the Notes field of the Correspondence item.
You can select a Contact, Status and Type of Correspondence and once you're ready to send to client simply click the Email or Print buttons.