Collection Queue Function Buttons

Clicking this button will open the Customer Lookup form where the User will locate the customer to be added to the Collection Queue currently being viewed.  A customer may be manually added to a sequenced or non-sequenced queue. When a customer ...

Clicking this button will open a data entry form for entering collection notes related to customers.  New notes are typed into the lower section of the form.  Any previously saved collection notes that were entered for the customer while in the cur...

This is the most frequently used option button by Users working with collection customers.  clicking this button will open the Collection Activity form.  Typically, a User will open this form when calling a customer and immediately type in informat...

Several function buttons are displayed at the top of each Collection Queue.  Click on the links below for more information on each Collection Queue Function Button. Add Customer to Queue Add Collection Notes Add Manual Event Move ...

This function button is used when generating single or bulk collection letters.   For more information on creating Collections Letters, follow the links below: Bulk Collection Letters Overview Bulk Collection Letters Setup Mail Merge Si...

This function button is used to move a customer from a Sequenced Collection Queue to a Non-Sequenced Collection Queue or to move a customer from one Non-Sequenced Collection Queue to another Non-Sequenced Collection Queue.  A customer may  not  b...

This function button selects all customers in the Collection Queue list to generate bulk collection letters. 1.  Click the  Select All in Queue  button; all customer rows will automatically be highlighted and considered “selected” for a col...

Clicking this function button will display a list of all collection activities that have been manually entered by a User or created by SedonaOffice automated processes such as the posting of a customer payment or the customer automatically being pl...