Difference between revisions of "Letter Templates"
Concolladmin (talk | contribs) |
Concolladmin (talk | contribs) (→Letter fields) |
||
| (19 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | [[File:Letter template.jpg| | + | [[File:Letter template b.jpg|300|thumb|right|Letter templates]] |
Letters can be automatically generated in ConColl from templates uploaded to the system | Letters can be automatically generated in ConColl from templates uploaded to the system | ||
==Letter fields== | ==Letter fields== | ||
| − | {| | + | {| class="wikitable" |
| − | |||
|- | |- | ||
| + | ! Fields | ||
| + | ! codes | ||
| + | |- | ||
| + | | First name | ||
| + | |d_firstname | ||
| + | |- | ||
| + | | Last name | ||
| + | |d_lastname | ||
| + | |- | ||
| + | | Name | ||
| + | |d_name | ||
| + | |- | ||
| + | | Contact | ||
| + | |d_contact | ||
| + | |- | ||
| + | | Suffix | ||
| + | |d_suffix | ||
| + | |- | ||
| + | | Street number | ||
| + | |d_streetno | ||
| + | |- | ||
| + | | Address | ||
| + | |d_address | ||
| + | |- | ||
| + | | Addtrss2 | ||
| + | |d_address2 | ||
| + | |- | ||
| + | | City | ||
| + | |d_city | ||
| + | |- | ||
| + | | Parish | ||
| + | |d_parish | ||
| + | |- | ||
| + | | Country | ||
| + | |d_country | ||
| + | |- | ||
| + | | Client name | ||
| + | |d_clientname | ||
| + | |- | ||
| + | | Original acct# | ||
| + | |d_originalaccountnumber | ||
| + | |- | ||
| + | | Collector | ||
| + | |d_collector | ||
| + | |- | ||
| + | | Collector name | ||
| + | |d_collectorname | ||
| + | |- | ||
| + | | Collector phone | ||
| + | |c_collectorphone | ||
| + | |- | ||
| + | | Collector email | ||
| + | |c_collectoremail | ||
| + | |- | ||
| + | | Collector extension | ||
| + | |c_collectorext | ||
| + | |- | ||
| + | | Collector suffix | ||
| + | |c_collectorsuffix | ||
| + | |- | ||
| + | | Principal | ||
| + | |d_principal | ||
| + | |- | ||
| + | | Principal bal. | ||
| + | |d_principalBal | ||
| + | |- | ||
| + | | Owing | ||
| + | |d_owing | ||
| + | |- | ||
| + | | Interest os | ||
| + | |d_interestos | ||
| + | |- | ||
| + | | Currency | ||
| + | |d_currency | ||
| + | |- | ||
| + | | Paid | ||
| + | |d_paid | ||
| + | |- | ||
| + | | Debt type | ||
| + | |d_debttype | ||
| + | |- | ||
| + | | Misc fee | ||
| + | |d_miscfee | ||
| + | |- | ||
| + | | Collection fee | ||
| + | |d_collectionfee | ||
| + | |- | ||
| + | | Collection manager | ||
| + | |s_collectionmanager | ||
| + | |- | ||
| + | | Team leader | ||
| + | |s_teamleader | ||
| + | |- | ||
| + | | Collection supervisor | ||
| + | |s_collectionsupervisor | ||
|} | |} | ||
| − | + | ==Upload template== | |
| − | + | after you have created your template and saved it, click add template button and navigate to the folder to where the template is saved, select it then click open. | |
| − | + | Your template should show up in the list of template. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ===Delete template=== | |
| − | + | To delete a template select the letter template from the list then click delete template button. A message will ask you to verify the delete request. | |
| − | |||
Latest revision as of 15:51, 11 May 2018
Letters can be automatically generated in ConColl from templates uploaded to the system
Letter fields
| Fields | codes |
|---|---|
| First name | d_firstname |
| Last name | d_lastname |
| Name | d_name |
| Contact | d_contact |
| Suffix | d_suffix |
| Street number | d_streetno |
| Address | d_address |
| Addtrss2 | d_address2 |
| City | d_city |
| Parish | d_parish |
| Country | d_country |
| Client name | d_clientname |
| Original acct# | d_originalaccountnumber |
| Collector | d_collector |
| Collector name | d_collectorname |
| Collector phone | c_collectorphone |
| Collector email | c_collectoremail |
| Collector extension | c_collectorext |
| Collector suffix | c_collectorsuffix |
| Principal | d_principal |
| Principal bal. | d_principalBal |
| Owing | d_owing |
| Interest os | d_interestos |
| Currency | d_currency |
| Paid | d_paid |
| Debt type | d_debttype |
| Misc fee | d_miscfee |
| Collection fee | d_collectionfee |
| Collection manager | s_collectionmanager |
| Team leader | s_teamleader |
| Collection supervisor | s_collectionsupervisor |
Upload template
after you have created your template and saved it, click add template button and navigate to the folder to where the template is saved, select it then click open. Your template should show up in the list of template.
Delete template
To delete a template select the letter template from the list then click delete template button. A message will ask you to verify the delete request.
