Sending Correspondence

✉️ Communicating with a Contact in Acquaint

You can easily send Letters, SMS Texts, Emails, Notes, or create Tasks for a specific Contact directly from their record.

📌 How to Access Communication Tools

1. Open the Contact screen

2. From the Contact tab on the ribbon menu, click one of the following icons:

   • Letter – to generate and send a physical or digital letter

   • Note – to add an internal note to the Contact’s record

   • SMS Text – to send a text message

   • Tasks – to create a follow-up or action item

   • Emails – to send an email using a predefined or custom template

Each action is logged within the Contact’s record, helping you maintain a clear communication history.