button. From the
Main Screen of CollectMax, click the button.
Select the Process Type of Letters either per account or claim.
Click the
button.
Select the letter to be sent and the Print List to send it to.
Check the
box next to Complete triggering actions. This will complete
the action items used in the selection criteria under Process Specific
Criteria.
Click the
button
to continue with the batch select criteria.
See Batch Processes for instructions on how to narrow your batch selection criteria.
Note: User must use an action or actions as a part of the batch selection criteria for action item completion to be an option.
This feature is a Version 2 Feature. For information about obtaining this or another feature, please contact the Sales Department.