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Creating generic letter

Copper Contributor
Posts: 22
Country: USA

Creating generic letter

 

I've had this on an old company using act but I'm unsure of how to do it.  Instead of printing a report I could pull up a letter that would put the correct contact information for a professional letter, so a general introduction letter could be sent more easily.  Is there an easy way to do this or a template that I'm not seeing for it?

Copper Contributor
Posts: 22
Country: USA

Re: Creating generic letter

Sorry crappy question, when I pull up a letter I want " Type body of letter here..." changed with a standard letter and I would like to save 1-3 different letters.  Is there a way to do that instead of copy and pasting from word?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Creating generic letter

You can create 'templates' and use the Write > Email (from Template) option.  Here is an article with instructions for editing templates: KB Article 13834

Greg Martin
Sage