Thanks Tracey. That’s pretty much how things OUGHT to work, IMO – however, the problem is that Authority doesn’t extract the amount outstanding from the relevant field to populate the letter template (no matter what we try!); and also letters have to be run individually each account, which is very time consuming. There has to be a quicker way.
Do you have to produce the letters individually in Pathway; or is Pathway able to select the relevant accounts & produce all the needed letters collectively?
