Edit Letter Template

The letter template editor allows you to create your template setting the formatting, alignment etc. as required.

To merge the details of the customer, or other data held in the script, you need to include tags within the template. The tags are formatted as [name] where name is either the script variable or database field name. For example to include the agents name you would insert the tag [AGENTNAME].

Once you have completed the template click the icon to confirm the changes. This will create one or more entries in the setting section of the Template.