How To Setup Debtor Related Areas
This topic contains links to areas in Collect! directly related
to the Debtor form. You can set up these areas to fit your way
of doing business.
- How To Setup Debtors
- This document is an overview of setting up areas related to
the Debtor form.
- How to Setup Debtor Status Codes
- This document discusses setting up Debtor Status Codes.
These show the state of the account at any given time, such as
NEW, SKP, or PIF, for example.
- How to Modify or Create a Pick List
- This document discusses how to modify or create a pick list.
Pick lists show predefined choices for any field. This speeds up
data entry and minimizes errors.
- How to Setup Account Matching
- This topic discusses setting up Account Matching
defaults, preferences and criteria that the system will use
when grouping accounts together manually or in batch.
- How to Change Labels on the Attachment Form
- How to Use Control Files
- This document discusses creating and using Control Files.
Control files allow you to attach an automation event to any field
or form in the Collect! system.
- How to Renumber Debtor File Numbers
- This topic steps you through using the File Numbering
utility in the Tools menu to renumber any accounts with
duplicate File Numbers.
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