Detailed Field Information Related Information Examples & Tutorials
The Collect! Member Resource Center is there when you need assistance 24/7/365. Online Help and the access to the technical Support Ticket system are always open. Our technicians are on 3 continents to better serve world-wide needs in any timezone.
“ Your installation and training were terrific. ” Craig B.

Select Operator To Assign

Select an Operator to which you will assign this batch of accounts.

Press F2 to pick from the list of Operators.

The new Operator you choose will be assigned to the batch of accounts you just picked.

All pending Contacts will automatically be reassigned to the new Operator if the responsible Operator for the Contact was the previous owner of the account. From this point on, all transactions will be credited to the new Operator if you are using Operator commission capabilities in Collect!

Assign Account To Operator

Choose an Operator ID to assign to each account in this batch.

Select NEXT to continue or BACK to select a different way of selecting accounts for this batch.

tip.gif When you select NEXT, the form that is displayed depends on the choice you made in the Batch Processing form.

Top of page.

Help

Press this button for help on the Select Operator To Assign dialog and links to related topics.

Top of page.

Back

Select this to return to the previous form. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Top of page.

Next

Select this to proceed with the batch process. The form that is displayed depends on the type of batch process you are preparing to run.

Top of page.

See Also

- Batch Processing Topics

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org

Collection Advisor
HIPAA One® Certified Seal
ACA Member DBA RMA