Including Delinquency Policy in Correspondence
Including Delinquency Policy in Correspondence
You can create a special correspondence note with a copy of your delinquency policy that will be automatically included with any collection letter correspondence.
To configure:
Select Setup > Association Setup. If you are using universal navigation, click Associations > View All.
Select the association.
Click the Notes tab at the bottom of the Association Information screen.
Click New on the Correspondence History screen.
On the Notes History screen, enter all required fields and select Delinquency Policy in the Corr Type field.
Click Save. The screen will reload with a new Attachments field.
To attach a PDF copy of your policy, click Manage in the Attachments field.
On the Correspondence Attachments screen, click Choose Files and select the PDF file of the policy.
After the file is uploaded, click Save. You can click Cancel to return to the Notes History screen.
Once the attachment is uploaded, you can include the policy with the collection correspondence:
Select Setup > Collections Setup. If you are using universal navigation, click Accounting > Setup > Collection Setup.
Select the collection setup that corresponds to the delinquency policy.
Enable the Include Delinquency Policy option.
Click Save.