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Predefined forms
The use of campaigns and letters as described above is fine for documents that have to be sent periodically ; now, the need to generate postal/electronic documents ready to be printed/sent right at the moment might surface.
It is particularly true for documents which have to feature the client's general information, such as repair sheets, quotes, etc...
Blue Chameleon allows to compose such documents, named 'Forms' in an easy way through the document editor ; they will be then generated through the client's own Management Page.
Subsections
Next: Writing predefined form models Up: Customer Relationship Manager (CRM) Previous: Postal/electronic letters