Complete this task to specify which collection letters to include in the search. By default, all collection letters are displayed (the default display may be changed by going to Preferences > Collection Letter).
Step-By-Step Guide
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| 1 | From the Collection Letters page, click Search. The Search Criteria window opens.
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| 2 | Open the Status dropdown list and select an option:
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| 3 | Select the date to search on:
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| 4 | For the selected date, select a timing option:
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| 5 | Open the Practice dropdown list and select the practice. |
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| 6 | In the Person fields, enter the last and first name of the collection letter recipient. |
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| 7 | In the Collector fields, enter the last and first name of the collector assigned to the collection account. | |||
| 8 | Click OK. The Search Criteria window closes, and the Collection Letters page refreshes with the list of collection letters that match the search criteria. |
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