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This text refers to program version 6.2  

Operations Menu - Create Letter

You can use this function to create a Customer Letter that you can then send to the Customer or Supplier specified in the Activity. This can be useful if, for example, you are using the Activity to record the taking place of a telephone conversation and you want to agree a summary of that conversation with the other party, or the conversation contained a request for information that you can now send.

When you select the function, the following screen appears, in which you can create a new Customer Letter:

A new record is opened in a window entitled 'Customer Letter: Inspect'. This means that it has already been saved and is being opened for checking. The current user will be the default sender of the Letter. The Customer or Supplier in the Customer field in the Activity will be copied to the Customer field in the Customer Letter, the Contact Person in the Contact field in the Activity will be copied to the Contact field in the Customer Letter, the text in the Text field in the header of the Activity will be copied to the Header field in the Customer Letter, and all text entered on the 'Text' card of the Activity will be copied to the 'Text' card of the Customer Letter.

Update the Text in the Customer Letter as necessary, then mark it as OK and save it. Print the Customer Letter by clicking the Printer icon, or choose 'Send E-mail' from the Operations menu to send it by email. Finally, close the Customer Letter using the close box. You will be returned to the Activity window.

If the function does not create a Customer Letter, the probable causes are:

1. There is no valid record in the Number Series - Customer Letters setting (in the Contact module). This problem will usually occur at the beginning of a new year.
   

2. The Activity has not been saved.

Please refer here for more details about Customer Letters.

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In this chapter:

• Introduction
  

• Viewing Activities
  

• Entering an Activity
  

• Creating Activities from Other Registers
  

• Completing an Activity
  

• Operations Menu, including:
  
  • Create E-mail
    

  • Create Letter
    

  • Customer Status
    

  • Send Invitation

Go back to:

• Home page for Activities, Calendar and Task Manager manual
  

• Home page for Standard CRM manual

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