The alternative solution is to create your own custom collection letter in Microsoft Dynamics GP. Collection Letters that you create in the
Collections Management Letter Maintenance window can be seen in both the
Collection Main window to print for one customer at a time, and also in the
Query Letters window for mass mailing.
To access the Collections Management Letter Maintenance window to design your own collection letter, follow these steps:
1. Click on
Cards, point to
Sales, and click on
Collection Letters.
2. Name the Letter, and provide a description.
3. Leave the
Hide in Lookups checkbox blank. However, if you wish for this Letter ID to be hidden in Lookup windows in the Print Selection and Query Letters window, then mark this option.
4. Set a default
Action ID if desired.
5. Enter a
Default Subject, if you will be sending the letter out via email. Otherwise, leave it blank.
6. You can create the letter within the window below, or using Microsoft Word. Only check the
Microsoft Word Document checkbox if you wish to create the letter in Microsoft Word instead (to add logos, etc and use other functionality from Microsoft Word). Otherwise, leave this checkbox blank if you want to create the letter in Microsoft Dynamics GP. Letters created using either of these methods will be available in all Collections Management windows for printing.
For more information on how to create a collection letter using the Microsoft Word functionality, click the following article number 949761 to view the article in the Microsoft Knowledge Base:
949761 How to create a new collection letter in Word
7. Start to type the letter in the large text box in the bottom of the Collection Letter Maintenance window. For any functions, place your cursor where you want the function to be added in the text body and then click
Insert to insert the function into the body of the letter.
For example, you can type "Dear" and then put your cursor after it. Select the Function for Customer Info, and Contact Name, and click Insert. So when you print your letters, it will merge with the Contact Name set up on the Customer Maintenance to personalize each collection letter.
Note: The functions must be
inserted into the body of the letter using the Insert button. Do not hand-key or copy and paste the functions within the letter.