Single Letter to single contact

  • Thread starter Thread starter William Berlin
  • Start date Start date
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William Berlin

What is the fastest way to create a single letter (from a template) to
a single contact. In ACT, for example, there is a write letter menu
that connects to word and populates the client info in the header
leaves space for a subject and body, and populates the salutation,
closing and letter author's information. One click simplicity.
Everything I see in BCM takes four steps - a mail merge in effect. Is
there any way to simplify this process, or am I completely missing
something.

Thanks in advance for any suggestions.
 
What is the fastest way to create a single letter (from a template) to
a single contact. In ACT, for example, there is a write letter menu
that connects to word and populates the client info in the header
leaves space for a subject and body, and populates the salutation,
closing and letter author's information. One click simplicity.
Everything I see in BCM takes four steps - a mail merge in effect. Is
there any way to simplify this process, or am I completely missing
something.

Thanks in advance for any suggestions.
Click to expand...

Use this add in to accomplish what you need.

http://www.software-solutions.co.nz/index.htm
 
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