Do you need a reminder to send a letter or a package to your Account? Schedule a Letter to your calendar. Print an address label in just a few clicks. This make sending mail much easier.
Creating a letter
Create a Letter directly from the Calendar. Click anywhere in the Calendar and select the activity type » Letter. You need to fill in the name and the recipient. (Contact or Account).
If you want to send a letter or a package to one specific Account, we recommend creating the Letter directly from the Account detailed card » +Add » Letter.
If you need to send a Letter to multiple Accounts, an example being a Season's Greetings card or an invitation, the easiest way is creating it from the Main Menu » Activities » Letter » Green plus.
In the dialog box, you need to fill in the name and at least one recipient (Account or Contact).
It is possible to create Letters in bulk from the Account or Contact list view. Just select the ones you want to create the Letters for from the list. A green + Create button will appear. When you click this button, a dropdown will open where you select Schedule Activity. Find out more about Mass Activity Creation in this article.
Letter detailed card
Once you have saved the Letter, you can add more recipients in the Letter detail. If you did not schedule the date and time of the Activity in the previous step, you can do so in the detail. Here you can also choose the Category, Priority, Tags, add a the Letter Content, look at Related Activities, add a Note or send a message in the Discussion to another CRMka user. If you use Custom Fields, you will also find this tab on the Letter detailed card. Raynet AI can help you with the content of the letter. It is also possible to add Attachments to the Letter. For more information about the detailed card, see this article.
Click on the three dots button to expand a menu of other actions you can perform on the Letter. You can read more about these options HERE.
Address labels
As we mentioned previously, the biggest advantage of having Letters in Raynet is the possibility to print address labels. After adding all the recipients on the Letter detailed card, click the three dots » Address Labels.
Address labels are exported to PDF. This file can then be printed out.
Tip: If you want to print address labels on adhesive labels, we recommend choosing the format A4 white 68mm x 36mm (for US, letter size, 8.5 x 11 inches)