Custom Letter Types

You can create and add your own stock custom letters to post to your Clients.

Go To the User Icon in the top right hand corner and select "Object Types

Go to Custom Letter Types under "Other"


Enter A Name for the template, the recipient Type and Default Content, then slect "Add"

You can click Back into an existing template of your choosing if you want to edit the content, and merge field tags can also be used to pull information from the recipients profile.

To Send the Letter Go to the recipients Profile and use the main action drop down to select "Write A letter" and select your template from the drop down list.


If these are sent to the Post Bag they can be picked up by Whistl.
Guide on Whistl