Difference between revisions of "Letter Templates"

From ConColl Manual
Jump to: navigation, search
(Letter fields)
(Letter fields)
Line 8: Line 8:
 
! codes
 
! codes
 
|-
 
|-
* First name d_firstname
+
| First name d_firstname
* Last name d_lastname
+
| Last name d_lastname
* Name d_name
+
| Name d_name
* Contact d_contact
+
| Contact d_contact
* Suffix d_suffix
+
| Suffix d_suffix
 
+
| Street number d_streetno
* Street number d_streetno
+
| Address d_address
* Address d_address
+
| Addtrss2 d_address2
* Addtrss2 d_address2
+
| City d_city
* City d_city
+
| Parish d_parish
* Parish d_parish
+
| Country d_country
* Country d_country
+
| Client name d_clientname
 
+
| Original acct# d_originalaccountnumber
* Client name d_clientname
+
| Collector d_collector
* Original acct# d_originalaccountnumber
+
| Collector name d_collectorname
 
+
| Collector phone c_collectorphone
* Collector d_collector
+
| Collector email      c_collectoremail
* Collector name d_collectorname
+
| Collector extension  c_collectorext
* Collector phone c_collectorphone
+
| Collector suffix      c_collectorsuffix
* Collector email      c_collectoremail
+
| Principal d_principal
* Collector extension  c_collectorext
+
| Principal bal. d_principalBal
* Collector suffix      c_collectorsuffix
+
| Owing d_owing
 
+
| Interest os d_interestos
* Principal d_principal
+
| Currency d_currency
* Principal bal. d_principalBal
+
| Paid d_paid
* Owing d_owing
+
| Debt type d_debttype
* Interest os d_interestos
+
| Misc fee d_miscfee
* Currency d_currency
+
| Collection fee d_collectionfee
* Paid d_paid
+
| Collection manager s_collectionmanager
* Debt type d_debttype
+
| Team leader s_teamleader
* Misc fee d_miscfee
+
| Collection supervisor s_collectionsupervisor
* Collection fee d_collectionfee
 
 
 
* Collection manager s_collectionmanager
 
* Team leader s_teamleader
 
* Collection supervisor s_collectionsupervisor
 
 
|}
 
|}
  

Revision as of 15:36, 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.