Skip to main content

Log letters created outside of CRM

Follow these steps to log letters made outside of Access Charity CRM.

Written by Cristiana Ghinea

The Log Letter option will only work for Word documents that have been downloaded from Access Charity CRM.

To do so:

  1. Create a letter using the Letter option under the Write drop-down.

  2. Click the Log Letter option.

  3. Enter a Subject for the document and select the appropriate Category.

  4. Click the Browse button to locate the document.

  5. Click OK.

  6. Click the Communication tab.

    • The document will appear at the top of the sublist.

For documents created outside of Access Charity CRM, these will need to be manually attached to the contact record.

  1. Click the Communication tab.

  2. Under the Communications subheader, click the Plus button.

  3. Click Add attachment.

  4. Add the file, description, type and datereceived.

  5. Cick Save.

Related Articles
Did this answer your question?