Overview
The Collection Letters page is used to print collection letters generated from guarantor or insurance collection tasks. Collection letters are listed by unique identification numbers assigned to the them when they are generated.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Practice | Display Only (pulled from generated Collections Letter) | Yes | The practice with which the collection letter is associated. |
| Letter | Display Only (pulled from generated Collections Letter) | Yes | The identification number assigned to the collection letter when it is generated. |
| Letter Layout | Display Only (pulled from generated Collections Letter) | Yes | The collection letter layout that is linked to the action. This layout determines the content of the collection letter. |
| Collector | Display Only (pulled from generated Collections Letter) | Yes | The name of the collector who sent the collection letter. |
| Account | Display Only (pulled from generated Collections Letter) | Yes | The account number of the guarantor account on which the collection letter was sent. |
| Recipient | Display Only (pulled from generated Collections Letter) | Yes | The person to whom the collection letter was sent. |
| Printed At | Display Only (pulled from generated Collections Letter) | Yes | The time and date the letter was initially printed. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Search | [Alt] + [S] | To search and define which collection letters are listed on the Collection Letters page. | Searching Collection Letters |
| [Alt] + [P] | To print a collection letter via self-print or statement service. | ||
| Delete | [Alt] + [D] | To delete a collection letter. |
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