Letter Manager — External-recipient correspondence
Create correspondence for people or organisations not linked to a CRM customer and understand the deliberately optional recipient fields and email behaviour.
Create a letter for an external recipient
Create a letter for an external recipientGenerate correspondence without linking it to a CRM customer.Admin Area → Letter Manager → Dashboard → Manual Entry (External)
Open guide →GuideEnter external recipient name and company
Enter external recipient name and companyProvide the person and organisation used for salutation and PDF receiver formatting.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Name / Company
Open guide →GuideEnter an external recipient address
Enter an external recipient addressStore the postal address rendered into the PDF receiver window and exposed only when allowed on public verification.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Address
Open guide →GuideEnter external recipient phone and email
Enter external recipient phone and emailStore contact details and provide the target address for email delivery.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Contact Number / Email
Open guide →GuideUse a template for an external recipient
Use a template for an external recipientCopy a predefined subject and body into the external send form.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Predefined Templates
Open guide →GuideWrite an external letter subject and content
Write an external letter subject and contentCreate the recipient-facing subject and official PDF body for a non-customer record.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Subject / Letter PDF Content
Open guide →GuideRequire an e-signature on an external letter
Require an e-signature on an external letterSend a public signature link to the external email recipient.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Require Recipient to E-Sign this Document
Open guide →GuideAdd an external-letter email cover note
Add an external-letter email cover noteInclude a sender message in the email body but not the PDF.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Email Message / Cover Note
Open guide →GuideAttach an enclosed file to an external letter
Attach an enclosed file to an external letterSend one additional approved file with the generated PDF.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Enclosed File / Additional Email Attachment
Open guide →GuideGenerate an external PDF without emailing
Generate an external PDF without emailingCreate the external history record and PDF when no recipient email is supplied.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → leave Email blank → Generate PDF & Email
Open guide →GuideUnderstand external-letter field validation
Understand external-letter field validationKnow which fields the supplied UI and controller actually require.Admin Area → Letter Manager → Dashboard → Manual Entry (External)
Open guide →GuideUnderstand external-recipient history display
Understand external-recipient history displayInterpret the External badge and combined name/company column.Admin Area → Letter Manager → Sent Letters History
Open guide →