Get started off on the right foot with Sample Letters and Plans

One of the easiest ways to start using Collections Management is to use the included Sample Collection Data. These included tools need to be installed in a shared location where all users will be able to access them, so it is best to put them on a network drive.

First, you will want to make sure that you have placed the sample files in the correct directories, as explained in the Quick Install post.

Next, in Dynamics GP go to Sales pane —> Setup —> Collections Sample Data. This window will allow you to load sample Actions, Letter, and Plans. The data size of the samples is minimal, so if you are unsure what to pick, just check them all.

**Note: If you install the sample Collection Plans, you should have everything else selected too, as the plans reference the sample actions and letters**

Click the folder icon to say where to Install the sample data to. Choose a shared network location that all users can access, and then click Process. The Sample Data is now ready to use!

**If you receive an error clicking Process that the letters don’t exist, copy and replace CNActions.csv, CNPlans.csv, CNTextLetters.csv, and CNWordLetters.csv from the Collections Management install zip into the GP/Data folder. Then try clicking Process again**

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