Detailed Field Information Related Information Examples & Tutorials
Membership with Collect! provides value in software upgrades, discount pricing for additional seats, modules and technical service, downloadable extras and full access to all the Member Center resources.
“ I actually enjoy working with the support team at Comtech ” Corey B.

WIP Reload Filters

The WIP Reload Filters form allows you to select the types of contacts to load into your To Do List. Collect! loads all Promise, Phone, Review and Other contacts by default. Choosing specific Contact types can make your list shorter and easier to manage. Fastest load performance is obtained when you load a single Contact Type.


WIP Reload Filters form

The WIP Reload Filters form lets you select all contacts or specific Contact types. When you press the Reload button on the Work In Progress form, the Reload Work In Progress List form displays. Press the Select Types button to access the WIP Reload Filters form.

tip.gif Please refer to WIP Reload Filters Basics for additional ways to access this form.

Making A Selection

Some fields in the WIP Reload Filters form are "switches." A check in the box switches it ON and unchecking switches it OFF. Use the TAB key to move from one of these fields to another. Use the spacebar to check or uncheck the box. Or click in the box to check or uncheck it.

Top of page.

Load Selected Types

Switch this ON with a check mark to choose the types to load into your WIP List. With this option you can be very flexible regarding the contacts you choose to appear in your WIP List. Click the choice to mark or unmark it or use the spacebar.

tip.gif Selected types will also be used as defaults when Collect! searches for pending contacts when you have enabled Schedule Next Contact functionality. Please refer to that Help topic for details.

Top of page.

Load All Types

This setting should be used cautiously. It is meant for administrative purposes and not for normal working of a collector's WIP List!

Switch this ON with a check mark to force all contacts to be displayed in your WIP List. All other options are greyed out when this field is switched ON. Click the choice to mark or unmark it or use the spacebar.

tip.gif When you turn this switch ON, Maximum values you enter in other areas of the form are disregarded. Also, Collect! changes what it considers a future Contact. Normally only Phone calls, Reviews, Promises and Other Contact types qualify as a future Contact. When this switch is turned on, ALL Contact types qualify as future Contacts.

When Load All types is selected, ALL contact types are set to display and users can not modify which events to display.

Schedule Next Contact - Pending is also disabled when this setting is switched ON.

Top of page.

Promises

Switch this option ON to include Promise contacts in your WIP lists. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Phone Calls

Switch this option ON to include Phone Call contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

File Reviews

Switch this option ON to include Review contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Other

Switch this option ON to include Other contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Email

Switch this ON to show email contacts in your To Do List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Promise Priority

When you limit the number of Promise contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

Top of page.

Call Priority

When you limit the number of Phone contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

Top of page.

Review Priority

When you limit the number of Review contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

Top of page.

Other Priority

When you limit the number of Other contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

Top of page.

Maximum Promises

Enter a number to limit the maximum number of Promise contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

Top of page.

Maximum Calls

Enter a number to limit the maximum number of Phone contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

Top of page.

Maximum Reviews

Enter a number to limit the maximum number of Review contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

Top of page.

Maximum Others

Enter a number to limit the maximum number of Other contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

Top of page.

Daily Batch

When marking choices in the WIP Reload Filters form, you should only flag the types of contacts that need Operator intervention. Other types are done in the daily batch.

Top of page.

Activate File

Switch this option ON to include Activate File contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Close File

Switch this option ON to include Close File contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Change Status

Switch this option ON to include Change Status contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Editing

Switch this option ON to include Editing contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Notes

Switch this option ON to include Notes contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Metro

Switch this option ON to include Metro contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Letters

Switch this option ON to include Letter contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Contact Plans

Switch this option ON to include Contact Plan contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Transactions

Switch this option ON to include Transaction contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Rate Plans

Switch this option ON to include Rate Plan contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Commission Rates

Switch this option ON to include Commission Rate contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Top of page.

Load Maximum

Enter the Maximum number of contacts to load at any one time. This is useful if you have a very large WIP List that takes some time to load.

This value works in conjunction with the maximum values for the different types of contacts, such that contacts of each type will be loaded in order of Priority up to the Load Maximum limit.

Top of page.

Promise Grace Days

Enter a value here for the number of days to wait before considering a promise overdue. This means a promise will only display in the WIP List when the due date of the promise plus the grace days exceeds today. This overrides the global WIP settings for showing "future" or "today and past" contacts.

Top of page.

Look Ahead Days

When Search all dates is switched ON in the Reload Work In Progress List form, you can limit the number of days in the future Collect! will load Contacts for.

- Enter 7 to Look Ahead one week.
- Enter 30 to Look Ahead one month.
- Enter 365 to Look Ahead one year.
- Leave blank to Look Ahead all dates in the future.

Top of page.

OK

Select this button to save any selections you have made and reload your WIP List showing only the Contact types you have marked.

Top of page.

Cancel

Select this button to ignore any selections you have made and return you to your WIP List.

Top of page.

Help

Press this button for help on the WIP Reload Filters form and links to related topics.

Top of page.

See Also

- WIP Reload Filters Basics - Introduction/Accessing
- How To Start Using Collect!
- Send Mail

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