Navigation:  5 Using Total Enterprise CRM > 5.4 Communications > How do you work with communications? > How to create new letter template?

 

To create new letter template that can be reused for future letters, follow these easy steps:

 

Step 1: Select 'New Letter Template'

 

 

On ribbon, click the "Communications" tab.

Under Templates group, select "New Letter Template".

 

Note:

To edit any existing letter template, double-click that template from grid under "All Letter Templates" command and then move to Step-2

 

Step 2: Fill the Form

 

 

The letter template form contains all of the information related to a letter template, broken down into few fields. Here you can enter template name, data source and  attached document.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.