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Record correspondence in a dossier

You can record letters, mailings and e-mail messages you send in the dossier.

Description

You can record outgoing mail, such as letters, mailings and e-mail messages, in the dossier at the destination. The Outgoing mail dossier item uses document layouts to merge Profit fields of the destination into a letter. This letter is saved in the dossier item.

The following conditions apply for merging and saving in the dossier:

  • For every destination type the layout must contain the correct destination fields (persons/organisations or persons/organisations/contacts for contact details, etc.)
  • The sample layout, on which the final layout is based, should be suitable for dossiers. This is indicated by the name.
Preparation
  • Configure a layout
Procedure
  • Record an Outgoing mail dossier item

    You generate merged letters and save them as a dossier item for the addressee.

  • E-mail outgoing mail

    You send an e-mail message from Profit to a contact person. You can also send the same message to a number of contact persons at the same time. The sent message is registered at the contact person level, meaning you can easily find it later on.

  • E-mail outgoing mail with read-only attachment

    If an e-mail message is saved directly to the dossier, you can send along an attachment.

Also see
  • Documents
  • Export mailing to Microsoft Word (not in dossier)

Process

Dossiers