Introduction To Printing/Scheduling Letters
Letters may be printed and scheduled in several ways.
Whenever a letter is printed to printer, Collect! automatically
writes a line to the Debtor's Notes and marks the Letter
contact 'Done'. This provides an excellent "paper trail" and
immediate details of printed letters.
Print A Letter From The Debtor
The simplest way to print a letter is to view an account and
select the Print icon from the top toolbar. This will bring up a
list of reports and letters that may be printed from the Debtor
form. Select the letter that you want to print and print it
immediately.
When you print the letter, a note line is written to the debtor's
Notes. A Letter contact is created and marked 'Done' for the
debtor. This provides account history.
Please refer to How To Print Debtor Letters.
Queue A Letter
If you are currently going to accounts to print letters
and you would like to schedule these letters to be printed
in your daily batch, then being familiar with creating
letter contacts is necessary. This is explained in
How to Schedule A Letter Contact.
Once letters have been scheduled for a few accounts,
they may be printed in a batch as described in
Scheduled Batch Letters.
Print Or Queue A Letter Automatically
When you are comfortable with manually scheduling letter
contacts and you want to schedule letter contacts easier,
we move on to learning contact plans.
Contact plans schedule one or more contacts for
an account at the same time. Please refer to
Contact Plan Basics if you are unfamiliar with this process.
There are several steps to creating a contact plan. You
may be able to use samples that ship with the
Demonstration database. If you want to modify them or
create your own plans, please refer to
How To Design New Contact Plans. This is quite an
extensive tutorial, but it steps you through creating
your own plans.
Once you have created or modified your plan, test it on
one debtor first. If you are satisfied that the plan works as
you expect, then proceed with trying it through a batch
process to schedule letter contacts for many accounts
at once.
Please refer to Using Contact Plans For Batch Letters.
It is strongly recommended that you test contact
plans and batch processes in your DEMODB database to
understand the process and what occurs before trying this
on your live data.
Print Your Letter Batch
After letters have been scheduled on several accounts,
they may be processed in several ways.
Letter printing may also be scheduled for off
hours using Collect!'s Scheduler. Please refer to
Print Batch Letters in Scheduler for details.
See Also
- Working A Debtor
- How To Print Debtor Letters
- How to Schedule A Letter Contact
- Using Contact Plans For Batch Letters
- Letter Printing Topics
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