Adding a Letter

1. In the Contact Log section of the Local Info tab, click Add.
2. Click in the row to select it and click New Letter.
3. Select a letter template from the list and click OK.
   The letter will open in a separate Internet Explorer window.
4. If you make changes to the letter, save the letter on your system by selecting Save As in the File menu of Internet Explorer.
5. Close the Internet Explorer window.
6. In the Save Letter dialog, click Yes to save the modified letter or No to save the automatically generated letter without the changes you made.
   • If you click No, the letter will be inserted in the new contact log row.
   • If you click Yes, the Attach Letter for LAM dialog appears. Attach the letter that you saved on your system in step 4 by clicking Browse.
7. When a new letter is added, an action item corresponding to that letter is inserted in the Action Items section.