Category:Memo Writer

From Agency Systems Wiki
Jump to: navigation, search

Memo Writer provides the ability to create form letter templates that can be used to quickly merge data fields, with client or policy information. The memos can be merged individually, or in a batch through marketing queries and policy expiration lists.


Getting Started:

Create a Form Letter Template in Memo Writer
Sample Memo Template Library

Memos templates can be used in the following ways: