Creating or changing reactivation letters/notices

Use this option to change the reactivation letter/notice format using The Collector System editor or the word processor on your workstation.

To create or change a reactivation letter/notice:

  1. From the Master menu, navigate to ClosedManagement Strategy > Correspondence > Reactivation Format (menu 10.7.84).

  2. In the Reactivation Format window, do one of the following, and press Enter or click Ok.
    • To create or update a reactivation letter, select Update Format.
    • To copy an existing reactivation letter to use as the basis for a new reactivation letter, select Copy Format.
      • In the Enter Format Code window, type the code for the reactivation letter to copy, and press Enter or click Ok.
  3. In the Enter Format Code window, type a new format code, and press Enter or click Ok.

    For example, a format can be a single letter/notice, a number, a word, or a group of letters/notices and you can use spaces. Do not use an "X" as a format name. If an "X" is entered in the Client Control record, the client is excluded from receiving a reactivation letter/notice.

  4. At the Current Word Processor Selected is path Do you wish to Use a DOS/Windows Based Word Processor? (Y, CR=N, C, R) prompt, do one of the following:

  5. At the Make Sure You have Saved the document and Exited the Word Processor! Enter 'F' to file, 'Q' to Exit, 'D' to Delete, or 'E' to Edit prompt, do one of the following, and press Enter.
    • To save your changes, type F.

      The Collector System saves your changes.

    • To quit without saving changes, type Q. Return to Step 2.
    • To edit the format, type E. Return to Step 4.
    • To delete the format, type D.
      1. At the OK to Delete? prompt, to delete the format, type Y; otherwise, press Enter or type N.
      2. At the Delete format name prompt, to delete the format click Yes; otherwise, click No.