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Create Letters On Demand with ODP Manager Ad Hoc Templates

September 23, 2020/in Banks, Credit Unions, Financial Services, Overdraft Privilege, Tips/by Melissa Newbury

ODP Manager allows you to easily generate your organization’s Collection or Custom letters based on specific criteria that is updated by importing your core extract file each day. There are situations where these criteria may not always be sufficient for each and every letter that you need to send.

What should you do if there is a letter that you want to send that doesn’t meet your existing letter criteria? Have you ever needed to send an Account Close letter to close an account before your standard number of days overdrawn? Do you have other ODP related letters that you’ve been sending manually?

Strunk Support can configure Ad Hoc letters within ODP Manager for your institution. This flexibility lets you send the letter as needed – it doesn’t rely on an account event to trigger it. When you need to generate the letter on demand, simply enter the account number and the letter will prefill with the information from the software, just as it would in a standard template. Once it is generated, ODP Manager tracks and retains the letter just like your Collection and Custom letter templates.

Please contact Strunk Support at support@strunkaccess.com to make the most of your ODP Manager solution and learn more about implementing or using this feature.

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https://strunkaccess.com/wp-content/uploads/2020/09/laptop-820274_1280.jpg 853 1280 Melissa Newbury https://strunkaccess.com/wp-content/uploads/2022/03/Strunk-Original-300x100.png Melissa Newbury2020-09-23 10:00:212020-10-01 15:45:53Create Letters On Demand with ODP Manager Ad Hoc Templates

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