Printing Individual Letters
While you will likely send letters in batches, you may also create individual letters for contacts by creating a "Letter" activity for the contact.
Fields to select when creating a Letter Activity:
Send to. The contact that you are sending the letter to.
From. The sender will default to you as the one creating the activity. If you need the letter to be shown to be from a different user from your organization, you may select a different user.
Subject. The subject of the letter.
Due Date. The date that the letter was sent or if you are scheduling a letter or thank you note to be sent in the future, the date you want to send the letter.
Priority. The ranked priority of the activity: Low, Medium, or High.
Status. The status of the Activity. Has the letter already been completed, is it incomplete, or cancelled. If status complete, box will appear for Completion Note.
Use Template (toggle). If using a template, you will click the toggle to turn on and the Letter Content field will disappear and instead you will be asked to select the template you wish to send. The only Templates that can be used for this activity are Marketing Templates. Transactional templates would be sent as receipts.
Letter Content. If not using a Template, here is where you can type the body or summary of the letter that you are sending or have sent.
Campaign. Campaign (if any) the letter activity is associated with.
Appeal. Appeal (if any) the letter activity is associated with.