Choose this option to create and send a letter, to any selected profile or contact, without specifying an activity for it. When you click this button, the Send Letter window opens.
Note: Clicking the Send Letter button works for a single record. To use this option for multiple records, select the records from the browser, and choose Send Letter from the right-click menu.
Go to the Details tab to select the profile, contact, and letter template. Indicate if you want to create a history record by selecting the Create History Record check box.
You can also specify a follow-up activity associated with the letter you are sending. For example, once you send the letter to a contact, you may want to make a telephone call to confirm the receipt. In this case, you can specify a follow-up activity for making a phone call.
The Options tab displays target related statistics. You can specify the sending criteria, and other related details based on the displayed statistics.
Letters created through the Send Letter option are generated by the system immediately. However, letters created through the Activity module are generated only when they are processed, depending on their scheduled dates. For more details, see Managing Activities
Using the Send a Letter facility, you can create Microsoft Word documents (.doc files) based on templates. You can select templates available through the Template Manager in the system, or located elsewhere on your local or networked computer. Templates include the required format, and all information and fields required to create a letter. When a letter is created, typically, the fields in the document are merged with information of the record for which you perform this activity.