Writing and Sending Letters or Memos

The following describes how to write a letter to a single contact or lead. If you need to send a letter or memo to more than one contact or lead, use Mail Merge.

Note: If the Write menu is unavailable, you must download Infor CRM Office Integration. You can install Infor CRM Office Integration from the Web Client login screen.

To write a letter:

  1. On the Write menu, do one of the following:
    • Point to Letter using Template, and then select a template from the list of recently used templates.
    • Click More Templates to select another template. If this is the first time selecting a particular template, you can view the Add Template from the Menu field. (Optional) Select Yes to add the template to the existing "Letter Using Template..." menu.
  2. The next step depends on the focus within the Infor CRM Web Client.
    • If the focus is on a particular contact or lead, the merge continues.
    • If you do not have focus on a particular contact or lead, use the Select Contact or Select Lead field to select a contact or lead.
    • If the focus is on an account or an opportunity, the Select Contact field is displayed to select a contact.
    • If your focus is on a ticket the document can merge with the associated contact.
  3. The select Type of Address field displays if the contact has more than one address and the template contains any merge fields from the address table.
  4. (Optional) In the Letter Editor dialog box, you can specify additional information or make changes to the template.
  5. Choose if you want to:
    • Save the letter or memo to a file. If so, from the File menu, choose from one of the Save options.
    • Print the letter or memo. If so, click the Print button.
  6. Click Save and Close to close the Letter Editor.
  7. At the Create an Address Label prompt, click Yes if you want to print an address label or envelope for the letter, otherwise click No.
  8. Use the Complete an Activity field to edit the history information, specify notes, or schedule a follow-up activity, and then click Complete.
  9. If you scheduled a follow-up activity, complete the Schedule an Activity field, and then click (Save).
Parent topic: Mail Merge
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