Sending letters from account screen

There are many times that it is necessary to send a letter to an alarm user. It is certainly possible to send a letter using the bulk letters option discussed here, but the easiest way is from the individual Account screen. At the bottom of the account screen, there is a Send Letter pull down menu in the center--see the red circle in the screen shot below:

To send a letter to the open account, simply choose the letter that you wish to send from the pull down menu (red circle). Please note that not all of your available letters will appear in this menu--only the letters designated General use or Account Status use will appear. This means that the letters designated as Delinquent Payment use will not appear and will not be available to send this way. To send the chosen letter, simply click the Update button (red arrow)

and the letter will appear in the Outstanding Correspondence menu (red arrow below).

Tune in next Thursday for more CryWolf® tips and tricks.

Comments

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