At Your Fingertips - Salsa CRM includes nine letter templates that you can modify as needed. Use these templates as a starting point for your own thank you letters, they contain Salsa CRM recognized variables.
Templates found in Salsa CRM include Thank You, Memorial Thank You, Acknowledgement, Honor Postcard, Honor Thank You, Solicitation, Event, General Form Letter, and Auction Thank You.
The first step in creating a Form Letter or Mail Merge is to create your template letter. You will need to create your template letter in the Word Processor on your computer.
Please refer to the Word Processor section for more information on creating a document using the word processor.