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.

How to Get Here?

From the Home Page:From the Menus:Via Shortcut Keys:
  • Click Collection Letters from the Manage list.
  • Open the Manage menu and select Collection Letters.
  • Press [Alt] + [M] + [O].

 



Field Definitions

Field

Type

Required

Description

Practice

Display Only (pulled from generated Collections Letter)

Yes

The practice with which the collection letter is associated.

LetterDisplay Only (pulled from generated Collections Letter)YesThe identification number assigned to the collection letter when it is generated.
Letter LayoutDisplay Only (pulled from generated Collections Letter)YesThe collection letter layout that is linked to the action. This layout determines the content of the collection letter.
CollectorDisplay Only (pulled from generated Collections Letter)YesThe name of the collector who sent the collection letter.
AccountDisplay Only (pulled from generated Collections Letter)YesThe account number of the guarantor account on which the collection letter was sent.
RecipientDisplay Only (pulled from generated Collections Letter)YesThe person to whom the collection letter was sent.
Printed AtDisplay Only (pulled from generated Collections Letter)YesThe 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
Print[Alt] + [P]

To print a collection letter via self-print or statement service.

Printing Collection Letters

Delete[Alt] + [D]To delete a collection letter. 
  1. Select the collection letter to be removed.
  2. Click Delete. The Delete Confirmation window opens.
  3. Click Yes. The collection letter is removed from the Collection Letters tab.
  • The user must have the Collection Letters - Delete permission to perform this activity.
  • A collection letter cannot be deleted if it has already been printed.


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