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

1. Choose Daylite > Settings.
2. Click Letter Templates.
3. To create a new letter template, click the “+” button in the lower left side of the window
4. Enter a name and description for the letter template.
5. Ensure that you select the “Active” checkbox for the letter template to be available in Daylite.
6. 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.
7. File > Save your changes.