To create a letter for a specific company or contact, do the following:
Select the company or contact in either Company or Contact view and press the button situated in the Contact mode shortcut bar. Alternatively, press Ctrl+W together. A
Letter dialog box will appear, showing the Details page.
The intended recipient of the letter is displayed at the top of the dialog box. Enter a subject for the letter and choose a document template on which this letter will be based.
Press the Create Letter button. Your word processor will be launched, showing the letter that you have just created. Add any additions to the letter, save it, optionally print it and close down the word processor.
OfficeTalk will record the letter as a history trail against the selected company or contact.