Page 6 - How do I Create Follow Up Letters

Creating Follow Up Letters

Navigation

Navigator > Accounts Receivable > Customer Interactions > Conversations >

Review Needed

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1. Enter the Search Criteria.

2. Click the Search button.
 The list displays conversations with a Review Date on or before the current date.

3. Click a Conversation in the Search Results list.

Payment Has Been Confirmed

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1. If the payment has been received, mark the Review as Done.

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents