Frazer’s built-in letter editor is a great way to continue to build positive rapport with customers during the holidays and ahead of the upcoming tax season.
Seven default letters are included in your Frazer system, all of which are fully editable and available to print or copy for use as a template when creating a new letter.
Get started creating and printing letters by navigating to option 2 – Letters and Labels on the Customers drop-down menu within Frazer.
The right side of the letter editor screen lists categories and items that can be added to letters through easy-to-use codes, and the correct information is then automatically populated when a customer is selected and a letter is printed.
Label and envelope printing are also available through Frazer’s Letters and Labels.