This may sound like a stupid question, but it’s not the first time it has come up.
On 4 separate occassions I have been consulting with someone who is creating a new RE CRM, and they did not provide the ability to create a one-off original letter. In other words, you are in a contact’s record, and you want to write a quick “paper” letter to them such that their name and address etc. will be automatically merged into the letter. That letter would then be able to be seen later in that contact’s file if necessary.
My question is this. Do you write one-off (as opposed to form) letters? I realize it is done relatively rarely any more due to e-mail, but if you could chime in to answer whether or not you have that need, I would appreciate it.