Designating Customer Contacts

For the customer displayed in the Collections header, you can designate two types of contact information.

Note: Both strategies and dunning plans send dunning correspondence, which can be letters, faxes, and e-mails.

To designate a contact type, highlight the contact in the Collections header. Then from the Actions menu, select Collections Contact or Dunning Contact. Whenever that customer appears in the Collections header, the Collections Contact is also automatically displayed.

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