Complete this task to specify which collection letters to include in the search. 

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Collection Letters page, click Search. The Search Criteria window opens.

The Search Criteria window opens by default when accessing the page.
2Enter the Account ID being searched.
3Open the Practice dropdown list and select the practice.
Upon selection, Connect remembers the choice and defaults to this Practice when conducting future searches.
4

Open the Status dropdown list and select an option:

  • Printed
  • Unprinted
No selection equals All.
5Open the Collector dropdown list and select the collector assigned to the collection account.
The Collector defaults to the logged in user, but can be updated, as needed.
6

Select the date to search on:

  • Created Date - to select collection letters by created date
  • Printed On/From - to select collection letters by printed date

7

For the selected date, select a timing option:

  • Last number of X days
  • Specific calendar dates from and to

8In the Guarantor fields, enter the last and first name of the account guarantor.


9Click OK. The Search Criteria window closes, and the Collection Letters page refreshes with the list of collection letters that match the search criteria.
If no records are found, the message Search returned no records appears. Click OK to close the message window.




Related Topics

Manage > Collection Letters

Collection Letters Page

Printing Collection Letters

Related Training/Support Documentation

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