Client Management Collections Collection Profile Setup
Collection Profile Setup (continued)
Initial Collection Status – Make a selection from the Collection Status drop-down list that will be assigned to all customers that meet the rules of this Collection Profile.
Notes – This is for informational purposes only to describe the purpose of the Collection Profile.
Default Template – If your company has purchased SedonaDocs, you will have the ability to produce bulk Collection Letters for one, multiple or all of the customers that are put into the Collection Queue for this Profile. If Template Letters have already been loaded to the template server, the User may select the default letter that would most typically be used for this Collection Profile. A default template letter may be assigned to the Collection Profile at a later time if the templates have not yet been loaded to the template server.
Once all fields have been populated, press the Save button located at the lower right of the Collection Profile Setup form. The new Collection Profile will be displayed in the Collection Profile List. To create additional Collection Profiles, follow steps 2 and 3 above.