Click the Setup tab at the top of the Collections screen to configure options pertaining to Collections.
Age Ranges
Click the Age Ranges button to open the Collection Age Range Administration window.
For each of the five available age ranges, select a number of days from the Age range length drop-down list. The box beside the Age number updates automatically to reflect the net period of time represented by your selection.
From the Default template drop-down list, you can also select a template to use for communications created within each age range.
Letter Templates
Click the Letter Templates button to open the Collection Letter Template Administration window.
You cannot use this window to create new letter templates; only to select existing ones. The templates that appear in this window will be available for selection in the Default template drop-down lists for age ranges on the Collection Age Range Administration window.
Click the Add New button to open the Select a report template window. Locate the desired template(s) in that window, select them, and click OK. (You can use the Search feature to filter the list.)
When you have finished adding templates to the Collection Letter Template Administration window, click OK.
Lookup Lists
Click the Lookup Lists button to open the Collection Lookup List Administration window.
Select a lookup list on the Lookup list to edit drop-down list. Click the Add New button to create a lookup list item. Type a value for the item and select the check box in the Active column.
Currently, Collection History Entry Type is the only available lookup list. Once a collection history entry type is defined, you can select it when creating a new collection history event for a Client or Matter.