Transaction/Correspondence Sent

The Transaction/Correspondence Sent Collector Action allows you to record information about a transaction that has been submitted or the type of correspondence requested for the account.  

Follow these steps to send a Transaction or Correspondence:

1. From the Collector Action menu, select Transaction/Correspondence Sent.  The CACS Enterprise Browser displays the Action dialog view for the Transaction/Correspondence Sent activity.  

2. Select the place where communication was made from the Place of Contact drop down list.  (Optional.)
3. Select the party you talked to from the Party Contacted drop down list. (Optional)
4. Select the state to which you wish to route the account from the Route to State drop down list. (Optional)
5. Select an excuse from the Excuse drop down list. (Optional)
6. Enter the date that the account is next scheduled for work in the Hold Date field. (Optional)
7. Enter the User ID to assign the account.  If you are not sure of the User ID, you can perform a search by selecting the Lookup hyperlink to open the User Lookup dialog.
8. Enter text regarding the transaction or correspondence in the History Text field.
9. Select the desired correspondence you wish to send from the Correspondence drop down list.
10. If the correspondence selected contains variable elements, a Recipient(s) section will be displayed in which the user can specify to whom the correspondence will go.

11. Click Submit or Submit & Next to process the request, or Cancel to end the request.The Action dialog for recording a receipt of correspondence appears.