Generate letters/notices

To send letters/notices to all the accounts on a letter series, you generate them from the Correspondence menu (menu 2). You can then choose to print the letters/notices immediately or schedule them to print on a specific date and time. You can also send them to a hold file to print on your own later.

When you generate letters/notices, you may place a banner at the beginning of each letter/notice form, which includes the form number, date, and time of printing. You may sort letters/notices by any field in the account or financial record. The default is to sort by form first, then by zip code, and then by account number. The system always sorts by form, but you can also set up sorting criteria other than zip code and account number. Contact your Finvi Support representative for assistance.

If your agency uses CU·Documents and you perform batch printing of letters/notices, The Collector System will either batch and print letters/notices by letter ID or by customer. For more information, see Menu 10.7.85 - CU·Documents Setup.

You can also use Recall statements to generate letters/notices. From the letter file, Recall statements can select the accounts to include in the group of letters/notices you choose to generate. For example, using the statement GET-LIST MYACCOUNTS retrieves a list of accounts from the MYACCOUNTS list. This is useful when you have a large number of letters/notices to print so that instead of typing each letter/notice manually, you can use the Recall statement. For more information, see Working with Recall.