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Collection management Email Letter issue

  • 1.  Collection management Email Letter issue

    TOP CONTRIBUTOR
    Posted 21 days ago
    Hi There,

    I am not able to email collection letter to the client. Is there an automatic way to send letters right to customers email?
    How can I setup pdf letter to be able to send letters through to the customer collections?
    Also looking to send collection letter from Query options.

    Please advise!
    thanks!




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    Sunaina Sharma, Business Application Analyst(Admin)
    Oakville Enterprise Corporation
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Collection management Email Letter issue

    GPUG ALL STAR
    Posted 20 days ago
    Hi @Sunaina Sharma

    I found this on Professional Advantage's site, and it seems to thoroughly answer the question:

    This letter is a Word document and is not valid for this purpose

    By Professional Advantage  Thursday, May 11, 2017

     

    Symptoms

    When selecting a Letter ID in the Collections Management E-Mail window, you received the following message:

    This letter is a Word document, and is not valid for this purpose. Please select a different letter.

    Reason(s)

    The following are the reasons why this error populated:

    1. Due to the preview pane in the E-Mail window, Word Letters are not valid.

    Resolution

    Utilize the Contact window instead when using Word Letters:

    1. Navigate to the Collections Main window (Transactions – Sales – Collections Main)
    2. Select the Customer ID
    3. Click on the Contact button on the Action Pane

    undefined

    1.  Click on the Print Letter checkbox and select the necessary Letter
    2.  Select the Print Documents checkbox and use the Collections Select Documents window to select the necessary documents to attach


              a. This will automatically select the documents specified within the Letter Maintenance window within the latest build of Collections available (build 5)

          6. Select Email

    undefined

    The only restriction when using this function over the Collections email window is that the To, CC, BCC address will default from the Internet Information window (accessed from the Customer Maintenance window).

     LINK: https://www.professionaladvantage.com/support/knowledge-base/collections-management/this-letter-is-a-word-document-and-is-not-valid-for-this-purpose/



    ------------------------------
    Jo deRuiter
    🌟 GPUG AllStar 2019
    💫Granite Award Winner 2018,2019
    Atlanta Chapter Leader
    Credential Council Co-Chair
    Aisling Dynamics Consulting, LLC
    ERP Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    Alpharetta, GA
    aislingdynamics.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


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