Letters to go set up in Contact Details will sit in a temporary file
until you are
ready to generate the letters. You can view details of letters
waiting to be
generated for a customer or prospect using Contact Details.
1. Select Gx CRM from the toolbar.
2. Select Contact Details from the menu.
3. Select the required customer. You can use the quick access lookup or
advanced search to find an account if you do not know
the exact account
code.
4. Ensure the correct contact details are displayed on the right of the screen.
5. Click on the Letter to go tab. Letter details are shown for the current
contact.
6. If you change the current contact name, letters to go will show the letters
details for that contact.
7. Once letters have been generated, they will no longer show as letters to go
but can be viewed in Previous Call Details. The Contact
Details screen
also shows the date of the last letter to this customer or prospect at the
bottom right of the screen against the Last Letter Sent On field.