Creating a Single Letter

To create a single letter:

1. Switch to the desired record.
2. Select File > Single Letter.

   

3. Select a transfer format.
4. Determine the output:
   • Printer: The letter is sent directly to the printer.
   • File: The letter is opened as a file.
   • E-mail: The letter is sent as an e-mail. (You need to specify the client used to send e-mails in the Configuration info area, >> Configuration Info Area (General Settings category, E-mail Client option) in the CRM.core Administrator Guide.) If the e-mail is sent from the Company+Person level, an activity record is additionally added containing the contents of the e-mail.
     Note: You can prevent activity records from being added automatically, see Configuration Info Area (Word Processor category, Do not add activities when sending e-mails option) in the CRM.core Administrator Guide.

     If the e-mail is sent as HTML, a customer document is added containing the contents of the e-mail.

5. Confirm with OK.The single letter is transferred to the word processor or mail client.
6. You can save single letters in Aurea.CRM's document management system, see Single Letters and Document Management.