Customize Letter Templates
Corresponding with your contacts in Daylite is simple and easy due to the availability of Letter Templates. You can set up custom letter templates in Daylite > Settings > Letter Templates and use them for sending email letters.
Each letter template can have a standard format along with any merge keys that you have included in the template. Letters created from a letter template show information that the merge keys have extracted from the database specific to the selected object.
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Creating or Customizing Letter Templates
- Choose Daylite > Settings.
- Click Letter Templates.
- To create a new letter template, click the “+” button in the lower left side of the window
- Enter a name and description for the letter template.
- Ensure that you select the “Active” checkbox for the letter template to be available in Daylite.
- To open the letter template for editing, or to modify an existing template for modification, select the template and double-click. Set up a format for the letter template with the desired content and merge keys, as necessary.
- File > Save your changes.