Letter Manager — Existing-customer correspondence
Create letters linked to CRM customers, use the primary contact for delivery and understand exactly what happens when recipient or email data is incomplete.
Create a letter for an existing customer
Create a letter for an existing customerGenerate and attempt to email official correspondence linked to a CRM customer.Admin Area → Letter Manager → Dashboard → Search Clients & Leads
Open guide →GuideSelect an existing customer recipient
Select an existing customer recipientUse the live-search selector populated from CRM customer companies and primary-contact email addresses.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Select Recipient
Open guide →GuideUnderstand primary-contact email delivery
Understand primary-contact email deliveryKnow which customer contact receives a client-linked letter.Admin Area → Customers → Open customer → Contacts; then Letter Manager → Dashboard
Open guide →GuideEnter a client-letter subject
Enter a client-letter subjectProvide the required subject used in the PDF box, email subject and history row.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Subject
Open guide →GuideWrite client-letter PDF content
Write client-letter PDF contentAuthor the official letter body that is stored and rendered into the generated PDF.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Letter PDF Content
Open guide →GuideRequire an e-signature on a client letter
Require an e-signature on a client letterAdd the recipient Review & Sign link and track acceptance evidence.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Require Client to E-Sign this Document
Open guide →GuideAdd an email-only cover note to a client letter
Add an email-only cover note to a client letterInclude a highlighted sender message in the email without changing the official PDF.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Email Message / Cover Note
Open guide →GuideAttach one enclosed file to a client letter
Attach one enclosed file to a client letterSend one additional approved file alongside the generated PDF.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Enclosed File / Additional Email Attachment
Open guide →GuideSend and verify a client letter
Send and verify a client letterComplete the supported create, PDF, email and history sequence.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Send Letter & Generate PDF
Open guide →GuideUnderstand Letter Manager reference numbers
Understand Letter Manager reference numbersInterpret the automatically generated LTR date-and-sequence reference.Admin Area → Letter Manager → Sent Letters History → Reference
Open guide →GuideHandle a customer without a primary-contact email
Handle a customer without a primary-contact emailGenerate the record and PDF while recognising that the module cannot send the email without a target address.Admin Area → Customers → Open customer → Contacts; then Letter Manager → Dashboard
Open guide →GuideUnderstand client recipient data sourcing
Understand client recipient data sourcingDistinguish customer-linked data from external-recipient snapshot fields.Admin Area → Letter Manager → create/open a client-linked letter
Open guide →GuideCreate a CRM task from a sent letter
Create a CRM task from a sent letterOpen the native task modal with the letter ID as the related record.Admin Area → Letter Manager → Sent Letters History → Create Task icon
Open guide →