Letter Templates
Strategic Success Tools CRM is an online office.
- Letters can be created here.
- Branding and company merge fields are automatically added.
- Other merge fields can be added such as First and Last Name.
- Select the Settings Gear Icon located in top navigation bar.
- Navigate to Letter Templates in left column.
- Page Settings adjust margins.
- Note the Merge Field code %%FirstName%%. This will automatically add a selected merge field to all the letters.
The Wordprocessor
Many of these features are obvious. Here are some other items that are not so obvious.
Hover over the icon on image below to find our more.
Hover over the icon on image below to find our more.
Undo, Redo
Merge Fields
Here is a list of fields that can be added automatically such as First Name, Last Name, Company Name, Addresses, etc.
Add Image
Add Table
Remove Formatting
Source Code
Edit the HTML source code. This can be handy when cutting and pasting from a Word document and there is other formatting that needs to be removed.
-
Undo, Redo
-
Merge Fields
Here is a list of fields that can be added automatically such as First Name, Last Name, Company Name, Addresses, etc. -
Add Image
-
Add Table
-
Remove Formatting
-
Source Code
Edit the HTML source code. This can be handy when cutting and pasting from a Word document and there is other formatting that needs to be removed.
