Generating Correspondence for Disputes

Procedure

To generate correspondence for disputes:

1. Select Dispute Management.
   The Search Dispute screen appears.  

2. Enter search information for the dispute, and click Search. How? You can also execute the search by pressing the Enter key instead of clicking Search.

If the number of disputes exceeds a maximum number, the list does not include all disputes matching the search criteria. In this case, you must enter more precise search information to view the additional disputes.

3. Locate the dispute in Search Results, and click the check box in the row for the customer. You can select up to 200 open or closed disputes for a single customer.

Note: If you select disputes for more than one customer and click Correspondence, eCredit displays a message asking you to limit your selection to a single customer.  

3. Click Correspondence.
   The customer's Correspondence Queue screen in the Customer Analysis module appears.

4. Select a correspondence template from the Template drop-down list.
   The name of the correspondence template is entered in the Template field.

5. Optionally, enter a description for the correspondence.

6. Click Generate Message.
   The Notification Message Details screen appears.

7. Select a delivery method from the Delivery Method drop-down list. By default, the delivery method is E-Mail.

8. Enter an e-mail or fax address in the To field on the Notification Delivery Details screen.

Optionally, enter the e-mail addresses of additional recipients in the CC and BCC fields, and enter a subject for the correspondence in the Subject field.

9. Click Use Contacts to view a list of external contacts (and their e-mail addresses) assigned to the customer, as entered in eCredit.

1. Click the Internal Contacts check box to view a list of internal contacts assigned to the customer, as entered in eCredit.

2. Optionally, to search for additional internal contacts who have not been assigned to the customer, enter search criteria and in the Other Internal Contacts section, and click Search.  

3. If an e-mail or fax address is not available through the Internal Contacts screen, you can type in the e-mail address. Enter the fax address using the format [email protected].

10. Click Send Message.
    The correspondence is saved to the customer's Correspondence Queue History screen where you can subsequently review, but not edit, the sent correspondence.