Setting Up Letter Templates

You can set up a customer contact type to generate a form letter whenever a customer contact of this type is added. In fact, this is the only way to generate a letter in the system.

Fastpath:

Refer to Letter Printing for more information about how letters are produced.

Every customer contact that causes a letter to be sent must reference a unique letter template. To define a letter template, open Admin Menu > Letter Template .

Description of Page

The following fields are required for each letter template:

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_LETTER_TMPL.