5 Using Total Enterprise CRM > 5.4 Communications > How do you work with communications?

A letter is a Word mail merge. It is an easy way of producing Word documents that include CRM data.

To send letter to a company or contact, follow these steps.

Step 1: Select Send letter

Click the Communication tab located on the ribbon.

Select Send letter in the Communications group.

Step 2: Complete the form

Tabs for letter

The 'Letter' form contains all the relevant information broken down into several tabs. These tabs are located in the upper panel and include:

•	general information - lists details similar to an ordinary message

•	advanced - contains BCC and campaigns associated with the message

•	attachments - documents can be attached to this email like a normal message.

Two more tabs are available in the lower panel: HTML and Text. Either can be used for formatting, depending upon the nature of the email.

Also in the lower panel, a preview tab is available in order to view the message.

Note:

The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.

More actions for letter

Menu options such as Print now and Save to file enable you to carry out further actions on the selected letter.

Step 3: Send your letter

Click the send button to send your letter.