Letter Templates

From ConColl Manual
Revision as of 15:44, 11 May 2018 by Concolladmin (talk | contribs) (Letter fields)
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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.