Use this task to add a new Collections Action Series. Action Series are most often used to track and generate collections-related letter activities. An action series is a grouping or collection of actions. The included actions and days between actions are defined within the Action Series.
Common action series used by multiple practices can be shared and re-used by all of them.
The steps detailed in this topic are for adding an Action Series. See Creating Actionstopic for information on creating a new Collections Action.