Client Management Collections Collections Topics

Collections Topics

Follow the links below for other Collections topics.

Concepts & Terminology                                         

Collections Workflow                                                   

Collection Profile Planning                                         

Collection Profile Setup                                         

Bulk Collection Letters Overview                               

Bulk Collection Letters Setup                                         

Understanding the Collection Queue                               

Refreshing Collection Queues                               

Working in a Collection Queue                               

Removing a Customer from Collections                     

Customer Explorer Collection Information

Entering Collection Notes from the Customer Explorer

Changing a Customer Collection Status

Collection Queue Function Buttons

Add a Customer to a Collection Queue

Add Collection Notes

Add a Manual Event

Move a Customer to Another Collection Queue

View Collection Event History

Select All in Queue

MailMerge Single Letters (Non-SedonaDocs customers)

MailMerge Single Letters (SedonaDocs customers)

MailMerge Bulk Letters (SedonaDocs customers)