Merge Letter: Collection Templates

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Merge Letter: Collection Templates

The Delinquency Control system can be used to create letters using Collection templates created through Merge Letter Editor that are attached to the resident's account in the Delinquency tab and can be emailed directly to the email addressed added to contact records. Collection templates are assigned to Delinquency Cycle Sequences.

 

Merge Letter Editor is access through REPORTING | Reporting Group | Merge Letter Editor.

 

MergeLetterEditor1711v2

 

 

Creating Custom Collection Templates

 

How to Create a Custom Collection Template:

 

1.Open the Merge Letter Editor through: REPORTING | Reporting Group | Merge Letter Editor.

2.Press the Browse button BrowseButton1711v2 in the toolbar, double-click the Collection Folder and double-click a desired template to copy.

3.IMMEDIATELY press the Copy Template button CopyTemplateIcon1711v2 in the toolbar and enter a new Template Name, enter your company initials in front of the name to make the file unique, Press OK to add the template.

 

CopyMergeTemplate1711v2

 

4.Edit the template with any desired text and use the Merge button dropdown MergeListIcon1711v2 in the toolbar to select any Merge Fields to use when the letter is created during the Delinquency process.

5.Save and repeat the steps to create additional templates

6.Close the application