HTML Formatting

This page describes HTML formatting in Customer Letters in Standard ERP.


The standard Customer Letter window does not allow for any formatting (e.g. bold text, changing font size, coloured text, etc) or for in-line graphics.

However, an alternative Customer Letter window is available that does allow you to use full HTML formatting in Customer Letters. If you want to be able to use the HTML Customer Letter window, select the Use HTML Formatting in Customer Letters option in the Global CRM Settings setting in the CRM and Technics modules.

If you have selected the Use HTML Formatting in Customer Letters option, the HTML box towards the top of the Customer Letter window will be ticked automatically in new Customer Letters. HTML tools will appear above the text area:

The following tools are provided:

Bold text

Italic text

Underlined text

Text with strike through

Unordered list (list with bullet points)

Ordered list (list with numbered points)

Left-justified text

Centred text

Right-justified text

Copy selected text (Ctrl-C/⌘-C)

Cut selected text (Ctrl-X/⌘-X)

Paste text (Ctrl-V/⌘-V)

Change text attributes (font, size, style, colour)

Text background colour (Windows only, on Mac OS X use the previous tool)

Outdented text

Indented text

Undo (Ctrl-X/⌘-X)

If you cannot tick the HTML box in a Customer Letter, it will be because you are not using the Use HTML Formatting in Customer Letters option.

If you are using HTML formatting, you can also use HTML Templates, to ensure that all your Customer Letters have a similar appearance that conforms to your corporate identity. Please refer here for details.

Note that the text areas in non-HTML and HTML Letters are different fields. You can begin writing a Customer Letter with the HTML box ticked, and then decide to untick the box. Your text will be copied to the non-HTML text area. Any text that you add from this point will not be copied back to the HTML text area, so you can end up with two different versions of the text. The HTML check box is effectively a switch: tick it to see the HTML text area and tools; remove the tick to see the non-HTML text area.

If you print letters from a Customer Letter record when the HTML box is ticked, the HTML text will be printed. If the HTML box is not ticked, the non-HTML text will be printed.


The Customer Letter register in Standard ERP:

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