Browse Menu
The Browse Menu lets you access different types of
records in Collect!. View lists of Clients, Debtors,
Transactions, Statements, Contacts and other related
data. Examine Active or Closed accounts, or Daysheets.
Use the Find By feature to quickly scan your database
for a Phone Number, Account Number, Name, City
and several other indexed fields.
Find By
This option displays a submenu where you may
select the type of search you want to perform.
* Find Debtors by Name, S.S.N., Date of Birth,
or Drivers License.
* Find records by File Number or Account Number.
* Find listings by Street, City, State or ZIP Code.
* Find Attachments by Index or Date.
When you select one of the Find By items to
begin a search, you will be prompted to enter
information. The form that is displayed will give
you instructions for entering the "search string"
for that particular item.
Each item that you can use to perform a search
has different requirements for its search string.
Please read the instructions that are displayed as
you begin your search.
Recent Debtor List
The Recent Debtor List option displays a list of last
ten accounts you were on. If the list is empty, this
option is greyed out.
Select an item in the list to quickly return to any one
of the last ten debtors you were viewing. Greyed out
items are opened already.
If items are greyed out, you need to close
some of your open Debtor screens until
you "uncover" the one you need.
Collect! updates this list continually, always displaying
the ten most recent accounts that you were working.
This list is updated whenever you leave the Debtor
account.
If you are viewing Archived accounts, this list displays
the last ten Archived Debtors you visited. Otherwise,
the list displays the last ten debtors from your Live
database. The list is database specific and only shows
accounts from Live or Archived at one time, NOT a
mixture of accounts from the two databases.
Instead of one global debtor list, the recent debtor list is
remembered for each database an operator signs into.
The list will display the appropriate recent debtors
depending on the current database.
If you sign in with a different operator or shut down
Collect! completely, this will clear out any list that
Collect! created previously.
Clients
This option displays a list of all Clients in the system.
When the Client list is displayed, type the name of
the Client you want to find, and the system will
search the list.
You can also print letters to selected Clients using
either search criteria or record tagging, available
from the Edit menu. Select a set of accounts from
the list and then select Print from the top menu
bar to access Reports and Letters that may be printed
from the Client list.
Select the NEW button to enter a new Client.
All Debtors
This option displays a list of all accounts in the system.
When the Debtor list is displayed, type the name of
the Debtor you want to find, and the system will
search the list.
You may also print letters to selected Debtors by
using either search criteria or record tagging,
available from the Edit menu. Select a set of
accounts from the list and then select Print from the
top menu bar to access Reports and Letters that may
be printed from the Debtor list.
Select the NEW button to enter a new account.
Active Debtors
This option displays a list of all accounts in the system
with ACTIVE Mode. The function uses the Name and
Mode fields as an index to list all active accounts in
the system.
Closed Debtors
This option displays a list of all accounts in the system
with CLOSED Mode. This function uses the Name and
Mode fields as an index to list all closed accounts in
the system.
When you close a Debtor, the Mode is changed to Closed
and no further interest or other fee calculations are
performed. Closed Debtors are often reported separately
from active Debtors.
Related Parties
This option displays a list of all Debtor Cosigners in
the system.
When the Cosigner list is displayed, type the name of
the related party you want to find, and the system will
search the list.
You can also print letters to selected Cosigners using
either search criteria or record tagging, available from
the Edit menu. Select a set of accounts from the list
and then select Print from the top menu bar to access
Reports and Letters that may be printed from the
Debtor Cosigner list.
Contacts
This option displays a list of all Contacts previously
scheduled on the system. This list shows all
scheduled contacts and events in the system.
Select the column heading, Type, to sort the list
by Contact Type. Select the column heading, Due
Date, to sort the list by date. Select the column
heading, Collector, to sort the list by Operator.
You may use search criteria available from the
Edit menu to search this list and examine contacts.
Attachments
This option displays a list of all Attachments in the system.
You may use search criteria available from the Edit menu
to search this list and examine particular attachments.
Several fields on the Attachment form are
indexed for quick searches using the
Find By function. Press F1 when the
Attachment form is displayed or refer to
the Help topic, Find By, for more information.
Transactions
This option displays a list of all Transactions in the
system. Transactions record Debtor charges, fees,
Debtor payments and account adjustments. These
records affect both Client and Debtor accounts.
Select the column heading, Payment Date, to sort the
list by Payment Date. Select the column heading,
Posted Date, to sort the list by Posted Date.
You may use search criteria available from the Edit
menu to search this list and examine transactions.
Statements
This option displays a list of all invoices generated in the
system. At Month End, or perhaps some other period,
statements must be generated to send to your Clients.
The Invoice/Statement list shows a complete history of
all statements that have been previously generated in Collect!.
Use the Month End menu to generate and to print
statements.
Select the column heading, Date, to sort the list by
Statement Date. You may use search criteria available
from the Edit menu to search this list and examine
statements.
Payments
This option displays a list of all Client payments received
from Clients in response to invoices and statements sent
to them. When statements are generated, these payments
are recorded on the statement.
Select the column heading, Date, to sort the list by
Payment Date. You may use search criteria available
from the Edit menu to search this list and examine
payments.
This list displays only CLIENT Payments.
DEBTOR payments are shown in the
Transactions list.
Select the NEW button to enter a new Client Payment.
Attached Documents
Select Attached Documents to open the data folder
connected with the currently open Client or Debtor. This
opens the global folder where attachments are stored
with the file number.
For example:
C:\CV11\bin\global\demodb\attach\debtor\1000\1424 stores
files for Debtor Number 1424.
C:\CV11\bin\global\demodb\attach\client\1000\1566 stores
files for Client Number 1566.
Once the folder opens, you can use any normal folder
functions on the files, such as, opening, renaming,
deleting, copying.
If no folder exists for the open Client or Debtor,
Collect! will attempt to create one.
You can save files to the attach folder using
the Attachment File field if you want a
particular file to be associated with
additional information in an Attachment
record. Or you can simply copy files to
the folder once it is open, if you just want
to see them when you select Browse,
Attached Documents.
By default, the "global" path is CV11\bin,
but you can change this to a different
location through System, Preferences,
Database Preferences, if needed.
Daysheets
This option displays the list of all Daysheets. These contain
summary information for all financial activity for each day.
Select the column heading, Date, to sort the list by
Payment Date.
Calendar
This option displays the Calendar used throughout
the system.
Archived Records
Select Archived Records to view the submenu where
you can select Archived Clients or Archived Debtors
to view. Please refer to the Help topic, Archived Records,
for more information.
See Also
- How To Start Using Collect!
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