|This article will explain how to create letters to your client from CCD.|
All letters need to be created via a work or task entry. Please see article 'Clients - Creating work records'.
Select the Message tab from within the work entry:
The screen will use the default settings you can setup when recording their postal address. Please see article 'Clients - Addressing Correspondence to Clients' for further information.
Various other types of correspondence can be created from this area by selecting a different option from the Type of correspondence drop down list.
If you want to free type a letter to the client, select Generate Correspondence. The letter will automatically add the clients address and addressee details:
The letter can either be typed here or you can use the link at the top right Output to MS word to modify the letter within Microsoft Word. Where previously you had a link to Generate Correspondence the link will now say View Correspondence:
Alternatively, you can create a letter using one a template you have created. Please see article - 'Setup - Creating Templates' for further information.
An existing template can be created for your letter by selecting Use Message Maker from the bottom of the screen. You will need to select the template you wish to use:
If your template has merge fields, they will be pre-populated with the client data when you select Generate Letter at the bottom right of the screen:
Any admendments can be done here or when you select Output to MS word at the top right. Where previously you had a link to Generate Correspondence the link will now say View letter to client.