In most cases, you will create letters, serial letters, faxes, or emails as correspondence from a contact or from the contact area of a case, which will be sent to selected recipients. When you create a new correspondence, a record with all the relevant information of the correspondence (e.g., recipient, contact person, type of the correspondence, etc.) is created in the correspondence management.
The relation to cases and persons is automatically derived from the corresponding form when an activity is created, but can also be specified via the selection dialog. Emails can be composed, edited and sent directly in the email form.
When creating a correspondence activity you can differentiate between incoming and outgoing correspondences. After creating an activity, the correspondence can be edited as an email, fax or letter. Personalized emails are created with an email template and can be instantly sent from the CRM server, even in HTML format.
