The Letters tab contains a Reminder history list. This list shows Pledge reminders generated by a Reminder process where the Reminder was “marked Sent”.
The columns are
- Date reminder was sent,
- Pledge balance at time reminder sent, and
- Reminder process (this is the name of the reminder business process that generated this reminder record; many affiliates only have one process).
In addition, the Date created and Process date columns have been removed. The Amount due column, which showed the sum of installment balances due on dates before or after the date of the installment process, has been replaced with a column showing Pledge balance at time reminder sent.
There’s also a new Reminder process column, which shows the Name of the Installment process that generated the reminder. This is useful for affiliates that have multiple Reminder processes.
Good to Know!
- The OOB version of this list (which is accessible on a Pledge transaction on the Letters tab) lists all records that have been created whether or not they were actually processed and/or sent. In Atlas, this list only shows reminders where the Sent date is actually set.
- The OOB version also contained Date created and Process date columns which have been removed.