Create Account Communication Details

Create Account Communication Details

Purpose

This process allows multiple Communications to be created during a single process

This could be used for:

  • Interest rate change advice notices
  • Direct Debit timing for holiday periods
  • Changes to Terms and Conditions that clients must be advised of

Timing

The Create Account Communication process can be run at any time

Access

  1. Accounts | Create Account Letters

Process

The below dialog will be presented


Field
Explanation
Communication Type
[F2] to  the Communication Type to be used for the process
Current Interest Profile
Select the Current Interest Profile if required
Future Interest Profile
Variable Loans only

Select the Future Interest Profile if required
Action
Interest Actions

Drop down to select an interest action if required
Description
Enter the description that will appear on the communication description when displayed in the communication browse
Next Inst. Date Start
Next Inst. Date End
Instalment Date Range

Enter a date range if the communications are to be sent only to clients whose instalments fall within a specific date range
Progress
Display only field

Will show a progress bar to indicate how far through the process is

[Button]
Explanation

Once the required parameters are entered, clicking  will start the create communication process

Once the communications process has been run, access the Communications Browse to dispatch the communications



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