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Explore this master course on how to set up different configurations of the CAC(Common advanced Correspondence) Framework and return with a much simpler and ideal way to send correspondences.
CAC is a newly developed advanced correspondence feature that works across all the products.
Some of its unique features are -
- Multi-language support for email/ fax/ document templates.
- Dynamic preview (replacing placeholders with actual data).
- Provides attachment as a link in the correspondence.
- Actual email delivery tracking.
- Supports correspondence for different delivery parties like customers and accounts. (As part of the virtual payment cards requirement, there is a scenario in RadiusOne that the communication from buyer/supplier goes to a third party and this third party is created as an account in HRC. Thus, CAC facilitates communication to account).
- CAC is Slimfast driven.
- Resolution of templates, packages, mode, and correspondence documents based on business data.
- Ability to Generate Excel Format Files.
- Email Split Based on predefined file size.
Our trainers will guide you in creating email and excel templates, mapping document templates, and sending correspondences.
Key Learning Objectives:
- Setup email templates and custom functions
- Configure document generator class
- Setup excel templates
- Map document templates
- Setup data-driven conditions and expressions
- Setup correspondence types
- Setup automated correspondence
Course Essentials:
This course aims at delivering high-value content on the CAC set up through a combination of demos, discussions, architecture blueprints, and hands-on exercises.
It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Collections Administrator Level Badge.
Prerequisites:
Course 1: Enterprise Cloud Integration 101: Creating A/R Jobs
Course 2: Basic Configurations for Contact File and Payment History
Course 3: Decoding Correspondence with CAC (Common Advanced Correspondence) Part - 1
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