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.

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