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CLO - Setting up Client Letters
2 years ago
Updated
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This feature is designed to let the user design/develop their own custom client letters. We have designed this feature to be fully customizable from within CLO. |
Follow the instructions below to successfully setup a client letter:
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2. Click Client Letters.
3. Select the
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3 dots next to the (default) client letter.
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7. Edit the text by utilizing the text editor or by pulling return information with the Keyword Lookup.
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8. Click Save.
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Custom letters can be saved as your login's default client letter by selecting Set as Default.
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