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Letter Writing Assistant - Collection Letters

  • 1.  Letter Writing Assistant - Collection Letters

    Posted Mar 27, 2019 03:45 PM
    We would like to start sending collection letters to our clients and found the Letter Writing Assistant. Is there a way to add our company logo to the collection letterhead? We tried editing the collection letter and the file would not upload because of the logo image. Also, is there a way to track sent letters in GP? Is there a better way to create collection letters from GP?

    Thank you,

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    Stephanie Ramos
    PBFCM
    Houston TX
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    GPUG Summit - Post


  • 2.  RE: Letter Writing Assistant - Collection Letters

    TOP CONTRIBUTOR
    Posted Apr 10, 2019 11:38 AM
    Hi Stephanie.
    Yes, you can add a logo on Word templates (which are used in the Letter Writing Assistant).  I suggest searching the webinar library for Letter Writing Assistant.  that should provide the steps you need.
    In native GP, your options for tracking letters sent are limited.  I would put them on the note field on Vendor ID in the Vendor Maintenance window.
    There are 2 ISV products that may be useful.  The best solution is Collection Management from Profad.  Another possibility is the Extender Note feature in eOne Extender.

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    Lou Spevack
    Systems Accountant | Dynamics Credentialed Professional
    American Council on Education
    Washington DC
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    GPUG Summit - Post


  • 3.  RE: Letter Writing Assistant - Collection Letters

    Posted Apr 10, 2019 02:25 PM
    Thank you Lou! I will look for the webinars on the Letter Writing Assistant.

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    Stephanie Ramos
    PBFCM
    Houston TX
    ------------------------------

    GPUG Summit - Post


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