Customer Relationship Management 6.7
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Administration Guide
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Template Manager
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Standard Letters
Standard Letters
Using the Standard Letters option, you can register and create Microsoft Word templates. You also specify their mail-merge type, which includes letter, label, or catalog. Templates must be associated with a pre-defined query. Once you register a template, you can design, view, edit, and delete it as required.
Microsoft Word templates are .dot files. You can create these files by designing the layout, format, styles, and default content of a Microsoft Word document, and saving it as a document template file in the desired location. To create a new document based on a template, double-click the template file from Windows Explorer.