Batch Processing Topics
The following list is a collection of help topics that deal
with routines for processing batches of accounts in
Collect!. It is by no means exhaustive, but it should serve
as an introduction to this most useful feature for
automating procedures that you perform on a regular
basis on sets of accounts.
- Batch Processing
- Explains the Batch Processing form and batch
processing options and tells you how to access the
Batch Processing form.
- How To Use Batch Processing
- Walks you through using the batch processing feature.
- Process Automatic Contacts
- Any previously scheduled contacts (other than Letters)
may be processed with this option. This topics gives you
the details.
- How To Mark Contacts In Progress
- Explains how to put a batch of Completed contacts
back In Progress. Several methods are suggested.
- How To Mark Contacts Completed
- Explains how to mark a batch of In Progress contacts
as Completed. Several methods are suggested.
- Undo Completed Contacts
- Completed contacts may be "re-activated" using this
batch processing option. This topic tells you how.
- Run Account Matching Batch
- Explains what happens when you run the batch
process to ' Group accounts together'.
- Account Matching Using Batch Processing
- This topic shows how to match a volume of accounts using
a batch process that will compare a list of ( new) accounts to
existing inventory and auto-group the target accounts to
database inventory on the basis of the Account Matching
Conditions defined in your Account Matching Setup window.
- How To Batch Close Debtors By Status Code
- Walks you through the steps to close a batch
of debtors.
- How To Batch Process Accounts After Importing
- Helps you use the batch processing feature on accounts
that have just been imported
- How To Use Macros
- Walks you through creating and running automated steps
in Collect! for running repetitive processes quickly.
Assigning Accounts
- How To Reassign Accounts To Operators
- Explains how you would use the batch processing
option 'Assign accounts to operators' to assign a different
operator to a set of selected accounts.
- Assign Accounts To A Client
- Explains how you would use the batch processing
option 'Assign accounts to a client' to assign a client
to a set of selected accounts.
- Account Toss - assign accounts to a team of operators
- Walks you through assigning accounts to a team
of operators using batch processing.
Contact Plans
- Batch Process Contact Plan
- Steps through running a contact plan on a number
of selected accounts.
- Reassign Operator with Contact Plan
- Explains how you can use a contact plan to change
the Operator who owns a selection of accounts.
- Run Contact Plan Batch
- Explains what happens when you select the
option ' Run contact plans' to run a contact plan on a
set of selected accounts.
- How To Batch Process Using Contact Plans
- Explains using contact plans with batch processing.
- How To Cancel Letters After Payment in Full
- This topic indicates a method for canceling letters after an
account is settled.
Batch Letters
- How To Batch Process Letters
- Outlines the steps for batch processing letters.
- Repeating A Letter With A Contact Plan
- Explains creating a contact plan to repeat a letter
on a monthly basis.
- Using Contact Plans For Batch Letters
- Gives you the steps for using contact plans to
schedule your letter batch.
- How To Batch Email Debtor Letters
- Walks you through sending a batch of letters via email.
- How To Send Email As HTML
- Send reports to your clients by email. Reports with columns
and tables are formatted nicely as HTML. Select clients to print
to and print to email.
- Troubleshooting Batch Printing
- Helps you troubleshoot your batch printing processes.
- Print Batch Letters in Scheduler
- Explains how to use the Task Scheduler to automatically
process your daily letter batch.
- Print Batch Emails in Scheduler
- Explains how to use the Task Scheduler to automatically
process Email and SMS batches.
Credit Bureau Reporting
- Prepare Accounts For Reporting To Credit Bureaus
- When you choose this option in your batch processing,
accounts are prepared for credit bureau reporting. This topic
explains the details.
- How To Setup Batch Processing For Credit Bureau Reporting
- Help you with the credit bureau reporting settings
when you prepare a batch of accounts for reporting.
- How To Turn Off Credit Bureau Reporting
- Walks you through using batch processing to
switch OFF credit bureau reporting on a set of selected
accounts.
Ebureau Module
The eBureau process in Collect! enables you to submit accounts
to eBureau using batch processing functions. Work your accounts
profitably and efficiently with the wealth of valuable information
returned from eBureau.
- eBureau Module
- This topic introduces the eBureau module.
- eBureau Setup
- This topic gives you the information you need to configure Collect!
to connect successfully to eBureau's Server.
- How to Submit Accounts to eBureau
- This topic walks you through the steps to process a
batch of accounts for eBureau and briefly discusses the results.
- Update Debtor
- This topic walks you using the Update Debtor feature to process
alternate addresses from your eBureau submissions. You can examine
Address, Phone and DOB information in the Alternate Address
attachment and use Update Debtor to automatically write whatever
information you need.
Also, refer to the Help Index for batch processing entries.
TCN Module
Collect! and TCN work together to enable you to deliver
messages to any phone, any time. You complete your
setup with TCN, select the accounts for your campaign
and let TCN and Collect! take care of the rest.
- TCN Topics
- This page links to all the available topics for using
Collect!'s batch processing to process your TCN call
campaigns.
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