Appointments

When booking appointments with customers the system can automatically generate a letter.

The Letter title will contain the job reference and job summary information and one of your letter templates will be used.

The system will merge data into the template as necessary to reduce re-keying.

Letter templates are defined within the administration console and finished letters are downloaded to your downloads folder.

You get the option to preview the letter or download it as a word document.

Press the [CONTINUE] button to generate the preview or the letter.

It may be a good idea to make the downloads folder a local Appointment Letters network folder just so they can be stored locally.