You should set up the email address for each collection agency to which you want to send reports in email messages. Then, you can assign the email address to a group or groups. (You should assign the email address to the group or groups whose reports you want sent to that email address.) If you have different groups and reports for different collection agencies, then you should set up the email address for each collection agency. You can also send reports to yourself, a supervisor, or anyone else who needs to view the report.
If necessary, you can change any of the email information at any time.
Before You Begin
When you set up an email address, you enter specific information about the person to whom you are sending the email message. You may want to gather this information from the collection agency or person to whom you are sending the email report, if you do not already have it:
• | Email address to which you are sending the report. |
• | Contact person at the collection agency, or the person to whom the email address belongs. |
• | Name of the collection agency or other organization information, if any. |
In addition to gathering the information from the person to whom you are sending the email report, you may want to ask the person if you can test the email address using your library’s email program. This way, you can verify that the email address works.
To create or change an email address
1 |
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2 | In the Horizon Client, go to Administration > Table Editor. |
3 | Select the debt_email table, and then click OK. |
The Debt Collection Email Pool dialog box displays.
4 | Do one or more of these tasks, as necessary: |
Repeat step 4 for other email addresses that you may want to create or change.
To use the email addresses that you create, you must assign them to a group or groups. (For instructions, see Changing a Group.) Each person at the email addresses that you assign to a group will receive a Submit (New) and Update report for that group every time Debt Collect generates the reports. You can assign an email address to more than one group, if you want the person at the email address to receive the reports for each of the groups.
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