Difference between revisions of "23 Contact Correspondence"
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Simon Clive (Talk | contribs) (Created page with "Contact Correspondence Can you send correspondence from within the Contact Tab? If you look to the right hand side of the Contacts screen you will see a list of information suc...") |
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| − | Contact Correspondence | + | '''Contact Correspondence''' |
| − | Can you send correspondence from within the Contact Tab? | + | Can you send correspondence from within the '''Contact Tab?''' |
| − | + | Within the '''Contcts''' tab in either the '''Customer''' or '''Prospect''' card you will see a list of information such as '''Letters, Fax''' and '''Email.''' As long as you have all the relevant details to be able to use these contacts you can send any correspondence to your '''Customers''' from here. | |
| − | and Email. As long as you have all the relevant details to be able to use these contacts you can send any | + | |
| − | correspondence to your | + | |
| − | If you use MS Word to edit documents, set this in Preferences | + | *If you use '''MS Word''' to edit documents, set this in '''Preferences''' - '''Utilities'''. |
| − | use your default Email software and Letters and Faxes will use the | + | *If not '''Emails''' will use your default Email software and '''Letters''' and '''Faxes''' will use the '''Document Template''' specified in '''Utilities''' -'''Company Information''' then the '''Customise''' button |
| − | Information | + | |
Latest revision as of 09:48, 22 December 2011
Contact Correspondence
Can you send correspondence from within the Contact Tab?
Within the Contcts tab in either the Customer or Prospect card you will see a list of information such as Letters, Fax and Email. As long as you have all the relevant details to be able to use these contacts you can send any correspondence to your Customers from here.
- If you use MS Word to edit documents, set this in Preferences - Utilities.
- If not Emails will use your default Email software and Letters and Faxes will use the Document Template specified in Utilities -Company Information then the Customise button
