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.
Refer to Printing Letters 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
Document composition application users. If you use the document composition software to produce letters, there will be a template in the software associated with each letter. The name of the template must be the same as the code associated with the letter template set up in the system.
Refer to the embedded help for details on the letter template fields.