The Collections Letter History Search function lets you search for specific collections letters. To initiate a search:
From the Application menu, select Treatment Management > Letter History Search.
Enter the desired search criteria and click Search. This displays the Collections Letter History Search Results form.
The Collections Letter History Search Results form provides the following information:
Letter Date
Date the collections letter was sent to the customer.
Letter Template
Template used to create the collections letter.
Account Number
Account number assigned to this customer.
Customer Name
Customer's name.
Assigned To
Collections person/group assigned to this customer account.
Billing Group
Billing group assigned to this customer account.
Account Type
Type of customer account - Residential, Business, and so on.
Notes
Includes the total amount due and the number of days the account is past due.
From the Collections Letter History Results form, you can view a particular customer’s account information by either double-clicking on that account or right-clicking on that account and selecting View Customer. The Customer # form for the selected account is displayed.