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 | ||
| d_firstname | d_lastname | d_name | d_contact | d_suffix | d_streetno | d_address | d_address2 | d_city | d_parish | d_country | d_clientname | d_originalaccountnumber | d_collector | d_collectorname | c_collectorphone | c_collectoremail | c_collectorext | c_collectorsuffix | d_principal | d_principalBal | d_owing | d_interestos | d_currency | d_paid | d_debttype | d_miscfee | d_collectionfee | s_collectionmanager | s_teamleader | 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.