Summary
Tasks linked to Library templates can generate merged letters and emails. The generated correspondence behaves the same way as correspondence created directly from the Library and can be recorded in the contact's history.
This article covers:
About generating correspondence from a task
You can generate correspondence directly from a task when it is linked to a Library letter or email template. This allows you to create merged letters and emails without manually generating them from the Library.
Important:
- Tasks created using Add Task from a Contact or Property record are not linked to the Library and cannot generate letters or emails from templates
- Tasks created directly from the task list are not linked to the Library and cannot generate letters or emails from templates
- SMS messages cannot be sent from a task
- If you need to send an SMS, open the related contact record and click the contact's mobile number
Generate a letter or email
Note: To generate a letter or email from a task in the task list on the Home screen, the task must be created from a Loyalty Campaign that uses Library templates.
- Open the task by clicking the task title in your task list
- Click Generate Letter Template or Generate Email Template
- The correspondence is generated and merged using the linked Library template
- Tick Record new Letter event in contact timeline if you want the correspondence recorded in the contact's history
- Click Preview or
- Click Save to PDF
Articles in this section
- Understand and apply task workflows
- Filter and sort tasks in Task Manager
- Manage tasks across Listings, Appraisals and Contacts
- Transfer tasks in bulk to another consultant
- Create a list of overdue tasks
- Generate a task report
- Bulk delete tasks
- View and manage tasks
- Add a new task
- Use task to generate letters and emails