Open Forum

Expand all | Collapse all

Letter Writing Assistant - Collection Letters

  • 1.  Letter Writing Assistant - Collection Letters

    SILVER CONTRIBUTOR
    Posted 22 days ago
    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,

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


  • 2.  RE: Letter Writing Assistant - Collection Letters

    TOP CONTRIBUTOR
    Posted 8 days ago
    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.

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



  • 3.  RE: Letter Writing Assistant - Collection Letters

    SILVER CONTRIBUTOR
    Posted 8 days ago
    Thank you Lou! I will look for the webinars on the Letter Writing Assistant.

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



If you've found this thread useful, dive deeper into User Group community content by role