How To Create a New Letter Template
Table Of Contents
Introduction
Letter templates allow you to create custom document layouts that can be used when generating customer correspondence from Khaos Control.
Creating and modifying letter templates is an advanced feature and requires the appropriate permissions.
WarningCreating a new letter template requires Admin permission and is intended for advanced users.
Create a New Letter Template
1. Open a Customer Record
Open a Customer screen.
If you need help accessing a customer record, see: How To: Open a Customer Screen.
2. Open the Context Menu
Right-click anywhere within the grid area of the customer screen.
3. Launch Report Designer
From the context menu, select:
Custom Reports - Report Designer4. Create a New Template
In the Khaos Control Report Explorer window, click the New Report button.
The Report Design New Report window will open.
5. Design Your Template
Configure the letter template as required.
You can add, remove or reposition fields and formatting to create the desired layout.
6. Close the Designer
Once you have completed your changes, close the Report Designer window.
7. Save the Template
When prompted, save your changes and close the report.
Your new letter template is now available for use.
Additional Information
- Letter templates can be customised to suit different types of customer correspondence.
- Changes to templates can affect how documents are generated throughout the system.
- We recommend testing any new template before making it available to other users.