Collection letters have been updated to ensure that delinquency notices reach every relevant contact on a homeowner account accurately and completely. Letters and emails are now generated per contact and mailing address, with linked contacts sharing a single letter, and email delivery now supported when a contact's preferences allow.
This release includes the following enhancements to collection letters:
You can now generate collection letters for all contacts based on the selected mailing address.
The system generates a letter for each contact, or linked contact, with the Owner persona.
If you select additional address types in the Choose Template Addresses field on the Collections Setup Details page, the system also generates a copy of the letter for each contact who uses one of those mailing address types, regardless of persona.
If you enable Generate Letters for Unlinked Addresses on the Collections Setup Details page, the system also generates a letter for each address that is one of the address types you selected and that no contact uses as a mailing address. The system addresses the letters to the property’s Primary Contacts, or to the DBA name if you select that option.
For linked contacts, both names display on a single letter per address.
Business names are used when enabled.
The system honors delivery and communication preferences.
All merge tags populate correctly with recipient information.
PDF letters are attached to the homeowner’s Correspondence Notes page.
Improved generation of collection statements with accompanying letters to ensure all appropriate recipients receive proper communication per the Collections Setup page.
Collection letters can now be sent via email:
Automated emails are generated when the template includes an email delivery, and the contact has an email address.
The system honors delivery and communication preferences.
The system supports secondary email addresses when enabled.
Collection print jobs display on the Email Correspondence page.
All merge tags populate correctly with recipient information.
PDF letters are attached to the homeowner’s Correspondence Notes page.
Collection letters with Paper Source destinations of LetterStream or HOA Mailers external print providers are available on the Export Print Jobs page. LetterStream or HOA Mailers integration must be enabled.
Contact names displayed (not primary homeowner’s name).
Linked contacts are shown as Contact 1 and Contact 2.