Detailed Field Information Related Information Examples & Tutorials
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Operator Detail

The Operator Detail section of the Operator form enables you to select many additional personal operator level settings. These are explained below.

Operator Detail
Operator Detail

Notes Color

This setting determines how notes are displayed on the Debtor form. You may select a color from the pick list provided, or add your own colors to the pick list.

You may use different colors for different operators. These colors show up when you are viewing the Debtor form, but they are not displayed when you are editing the notes.

These are RGB values, as in standard HTML color usage, and are in hexadecimal form.

Examples:

White #FFFFFF
Blue #FF0000
Red #0000FF
Green #008800
Amber #0099FF
Purple #FF00FF

Please refer to Color Chart for a quick reference to additional colors that you may use and to Using Color In Collect! for color topics.

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Messaging

These settings determine how Collect! handles messages intended for the user. NORMAL sees the most messages. This is very useful to prevent user error! EXPERT sees very few messages, so it must be used with caution or you may end up performing actions by mistake without realizing it, like deleting records!

The Messaging pick list choices are explained below.

NORMAL

Select this to display all error messages and prompts to the user. This field is ignored for Sales Team definitions.

tip.gif This setting alerts the user before records are deleted. It is useful to leave it enabled even if you do not consider the user to be a "novice."

ADVANCED

Select this if you consider this user to be experienced. Most prompts and messages are displayed. This field is ignored for Sales Team definitions.

tip.gif This setting alerts the user before records are deleted. It may be useful to leave it enabled for your more experienced users as well.

EXPERT

Select this mode to inhibits messages and prompts. No prompts are displayed when deleting debtors. Be careful assigning this capability to anyone since they can quickly delete many records! This field is ignored for Sales Team definitions.

warning.gif WARNING: This setting does not alert the user before records are deleted!!! Use with caution.

*** Even an experienced group like the Comtech
Support team uses the NORMAL level setting! ***

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Printing

These settings determine the default printing mode for the operator. This can be changed when a report is being printed. However, it is useful to set here when you are pretty sure of the mode the operator will be using for most letters and reports.

The Printing pick list choices are explained below.

SYSTEM DEFAULT PRINT

This setting uses the default system-wide print option as set in the Report and Printer Setup form.

tip.gif To access the Report and Printer Setup form, select System from the top menu bar and then select Preferences from the list of choices that appears. The System Setup menu will be displayed. Select Reports and Printing from this menu.

PRINT DIRECT TO PRINTER

This setting overrides the system-wide default print setting and applies to the currently displayed Operator ID. Printing occurs directly to the printer. This setting is for backward compatibility with earlier versions of Collect!.

PRINT VIA DEVICE CONTEXT

This setting overrides the system-wide default print setting for the currently displayed Operator ID and uses Windows features. It is fast and works very well with most printers. Use this setting to print documents with images and graphics.

Older Dot Matrix printers may require that you choose Print Direct To Printer instead.

PRINT VIA BROWSER

This setting overrides the system-wide default print setting and applies to the currently displayed Operator ID. It sends printing through your browser in HTML format.

tip.gif This setting must be selected when you want to use a Style Sheet for this Operator.

See Also:

- How To Edit Style Sheets

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Use Softphone For Dialer

Switch this ON if you want Collect! to use softphone for all this Operator's auto dialed calls. You must put the softphone protocol prefix in the "Note 2" field.

tip.gif Your O/S must be configured already to handle the softphone communication protocol you specify.

Please refer to Help topic, Softphone for additional information.

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Disable F1 Help

Switch this ON to prevent this operator from accessing Collect!'s HTML help via the Internet browser. Local popup help is still available for fields and menu items.

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Automatic Recalc

Switch this ON to force Collect! to fully recalculate the debtor when you open a debtor account. This will ensure that, when you are viewing the account form, all dollar amounts are current and up to date.

Perhaps this operator does not need to see updated financial information or perhaps your use of Collect! does not require recalculation whenever you view an account. In this case, you may choose to leave this switched OFF. If you have many, many operators, leaving this switch OFF will optimize your network performance.

Please refer to How To Setup Operators for more details.

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Disable Popup Help

To stop help from popping up automatically put a check mark in this field.

Re- enable popup help at anytime by pulling down the Help menu and choosing Enable popup help.

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Display Notes Automatically

Switch this ON if you want the Notes tab to always be selected when moving onto a Debtor form. When this switch is OFF, the last highlighted tab is displayed when moving to another debtor.

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Disable Account Matching

Switch this ON to disable account matching for this particular operator. This will override the global account matching settings. This lets you use account matching on your system, yet allows certain operators to be able to navigate debtors without the system performing the account matching functions. Typically, system administrators and junior collectors would have this switch turned ON, while data entry operators would have this switch turned OFF. Turning this switch ON disables account matching only for the designated operator.

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Prompt Before Grouping Accounts

Switch this ON if you want the system to prompt before grouping accounts. When entering or modifying fields on the Debtor form, this prompt lets the user choose between grouping or not grouping the account to other matching accounts that Collect! finds in your system.

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Disable Printing

Switch this ON with a check mark to stop an operator from printing in Collect!. This will stop an Operator from printing in the following ways.

- Right click and "Print"
- The "Print" icon on the toolbar
- Print menu, Quick Print
- Print menu, Reports and Letters
- The PRINT buttons on records such as the Debtor

Whenever the Operator attempts to print in these ways, they will not be allowed to continue to Print Report. A message will inform them that their printing has been disabled. This is also written to the Application Log.

tip.gif This switch can be used with Access Rights if you want to enable this operator to perform some printing functions while eliminating the freedom to print whatever they want. For instance, you can grant access to items in the Print menu and the operator will be able to perform them. Also, you can include Letter events in contact plans that the operator is entitled to run.

This is very useful to restrict access to printing functions in Collect! while not hampering the operator from performing their normal functions that require printing.

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Goal 1

User-defined field.

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Goal 2

User-defined field.

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Percent

User-defined field.

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Date 1

User-defined field.

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Date 2

User-defined field.

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Report Library

This field displays an alternate report library for this operator. When the operator signs in, this report library will load automatically. Select the BROWSE button to view the available registered devices that you may select. The current database and Web Host report libraries show up in this list by default. Any additional report libraries created with the New Report Library function will also be displayed.

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Import Library

This option enables you to load an alternate import library for this operator. When the operator signs in, this import library will load automatically. Select the BROWSE button to view the available registered devices that you may select. The current database and Web Host import libraries show up in this list by default. Any additional import libraries created with the New Import Library function will also be displayed.

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Browse

Select the BROWSE button to view a list of registered devices that you may select. The current database and Web Host libraries show up in this list by default. Any additional libraries created with the " new library" functions will also be displayed.

tip.gif Select BROWSE next to "Report library" to select an alternate report library to load for this operator.

tip.gif Select BROWSE next to "Import library" to select an alternate import library to load for this operator.

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Note 1

User-defined field.

When the Operator Type is Web Host, this field contains the port Web Host listens on for HTTP requests, e.g. 80. Not filling this in defaults to port 80 for the /S Web Host argument.

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Note 2

User-defined field.

When the Operator Type is Web Host, this field contains the port Web Host uses for SSL (HTTPS requests), e.g. 443. Leaving this blank causes Collect! to default to port 443 for the /y Web Host argument.

When you have switched ON "Use softphone for dialer," Collect! will look in this field for the protocol prefix for the softphone you want to use. For example, "sip:" All this Operator's auto dialed calls will use this softphone.

When you are using UDP protocol for your dialing system, the UDP redirect string is entered into this field. Please refer to Help topic, Softphone for more information.

tip.gif If using softphone, your O/S must be configured already to handle the softphone protocol you specify.

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Edit Style

Select this button to edit the personal Style Sheet for the currently displayed Operator ID. To use Style Sheets, select "Print via Browser" from the pick list attached to the field labeled "Printing." Please refer to How To Edit Style Sheets for more information.

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See Also

- Operator

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