Collection letter note

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Posted on by AB-01091146-0

Hello,

Could you please confirm whether it is possible to send collection letter notes in bulk (to multiple customers at once)? At the moment, I can only send them individually. When I select two or more customers, the Print option becomes disabled. I would appreciate your guidance on this.

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Dynamics 365 Finance

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CA Neeraj Kumar 392 on at

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Collection letter note

Hi @AB-01091146-0,

Whenever you want to print/send multiple collection letters,

Open the Collection letter form.

Select any one collection letter record.

Click on the Print button.

In the print parameters form, use the Records to include section.

Click on the Filter button.

Enter the necessary filter criteria (e.g., Status = Created, Customer group, Date range).

Then you will set the destination and then click Ok.

Run the process — the system will bulk print/send all records that match your filter.

Filter options:

I have tested the same in my trial environment.

Regards,

Neeraj Kumar

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