Page 1 - How do I Place Correspondence on Hold

Placing Correspondence on Hold

How do I Place Correspondence on Hold?

Overview

You can place Statements and Dunning Letters on hold using the Customer Correspondence option on the
customer’s General Information page. The hold will remain in place until you remove the checkmark or
provide a date. Holds override any processing options and the correspondence will not be created, emailed or
printed.

Navigation

Navigator > Customers > Customer Information > General Information

The General Information page displays.

 Search for the customer and scroll to the bottom of the
General Information page.
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1. Click the General Info Links list button.

2. Select 0040 – Correspondence Options.

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A new Correspondence Options tab is added at the top of the page.

 Scroll down the page to view the Dunning and Statements sections.

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1. Click the Hold checkbox for the correspondence (Dunning or Statements) to be stopped.

2. (Optional) Enter a Date to end the hold. If left blank, the Hold will remain until manually removed.

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