This utility can be used to manually log any collection or
statement letters that have been sent to a specific customer. This
allows your firm to log communications sent outside of Texada
SRM.
The letter history log is tracked in Customer
Information with the letter number and the date sent, and can
be viewed in the "Credit Information" window. This statement letter
history is also reflected on the Statement
Letter Report.
Letters generated from Print Statement
Letters automatically update the history log.
Letters that are sent can be tracked by date and reported using
Statement Letter Report.
The prompts to manually add record to the letter history include:
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