Difference between revisions of "Letter Templates"

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(→‎Letter fields)
(→‎Letter fields)
 
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! codes
 
! codes
 
|-
 
|-
−
| First name d_firstname
+
| First name
−
| Last name d_lastname
+
|d_firstname
−
| Name d_name
+
|-
−
| Contact d_contact
+
| Last name
−
| Suffix d_suffix
+
|d_lastname
−
| Street number d_streetno
+
|-
−
| Address d_address
+
| Name
−
| Addtrss2 d_address2
+
|d_name
−
| City d_city
+
|-
−
| Parish d_parish
+
| Contact
−
| Country d_country
+
|d_contact
−
| Client name d_clientname
+
|-
−
| Original acct# d_originalaccountnumber
+
| Suffix
−
| Collector d_collector
+
|d_suffix
−
| Collector name d_collectorname
+
|-
−
| Collector phone c_collectorphone
+
| Street number
−
| Collector email      c_collectoremail
+
|d_streetno
−
| Collector extension  c_collectorext
+
|-
−
| Collector suffix      c_collectorsuffix
+
| Address
−
| Principal d_principal
+
|d_address
−
| Principal bal. d_principalBal
+
|-
−
| Owing d_owing
+
| Addtrss2
−
| Interest os d_interestos
+
|d_address2
−
| Currency d_currency
+
|-
−
| Paid d_paid
+
| City
−
| Debt type d_debttype
+
|d_city
−
| Misc fee d_miscfee
+
|-
−
| Collection fee d_collectionfee
+
| Parish
−
| Collection manager s_collectionmanager
+
|d_parish
−
| Team leader s_teamleader
+
|-
−
| Collection supervisor s_collectionsupervisor
+
| 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
 
|}
 
|}
  

Latest revision as of 15:51, 11 May 2018

Letter templates

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.

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