If you wish to send a letter to your client but you cannot be specific as to which holding this correspondence refers to, you will need to create and save your letter via your clients general work section.
To produce a letter from the work section of your clients file firstly locate the relevant client and select Work from the main client menu.
To produce any type of correspondence relating to this task enter the Message option on the left hand side.
By going into at the bottom of the screen you can access your letter templates (from Setup), merge items and Auto-texts, or type a new letter.
By selecting the ‘Select filter’ you can search the folders that your letters are saved in.
Your letter now starts to take form and any merge items you have included within your letter will be inserted by CCD.
When you are happy with your letter the last stage is to adjust the font style, size and colour to suit your company branding.
This is done by clicking on
If no changes are made to the letter in the MS Word format when you close the letter, it will not prompt you to save, the letter will auto save to CCD. If you have made amendments after out putting the letter to MS Word then you will be prompted to save the changes.