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Version 13 Documentation
Version 12 Documentation
Version 11 Documentation
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Welcome to Collect!
Installing & Starting Collect!
Collect! Basics
Database Conversions
Initial Setup of Collect!
Getting Started with Data Entry
Additional Setup
Working with Collect!
Developing Collection Strategies
Security & Collect!'s Interface
Collect!'s Report Writer
Collect! Internet Access
Collect! Optional Modules
Maintaining & Backing Up Collect!
Upgrading Collect!
Collect! Technical Reference
Licensing Collect!
Topics Collections
Welcome to Collect!
Welcome!
Terms and Conditions
Collect! Features
Contact Comtech
Getting the Most from Your Collect! Demonstration
Starting Right
Quick User's Guide
Training Manual
View Training Videos
Installing & Starting Collect!
Installing Collect!
Introduction to Installation
Install Collect! for The First Time
Install Collect! More Than Once
Version, Build and Location of Your Installed Collect!
Installation Topics
Single User/Stand Alone Setup
Sign On as Single User
Multi User/Network Setup
Introduction
Basic Networking for Using Collect!
RDM Server Reference Guides
Troubleshooting a Slow Network
Sign On to Collect!
Introduction
Sign On as Single User
Sign On as Multi User
Command Line Startup Options
Exiting or Quitting Collect!
Collect! Basics
Introduction to the Basics
Accessing Help
Introduction
Using Pop Up Help
Using the Help Menu
Using the Index for Help
Using Hyperlinks in the Help Pages
Mouse or Keyboard
Mouse or Keyboard
Keyboard Tips
Menus
Introduction to Top Menu Bar
File Menu
Introduction to File Menu
Save
Open File
Import Export Menu
Introduction to Import Export Menu
Import File
Export File
Select Import Library
Update Definitions
Import NCOA
Export Database
Customize Import Export
Introduction to Customize Import Export Menu
Edit File Format
Load File Formats
Save File Formats
Record Definitions
Field Definitions
New Import Library
Delete Import Library
Maintenance
Database Maintenance
Database Maintenance Options
Snapshot
Rebuild Lists
Check UID Integrity
Upgrade Database
Exit
Edit Menu
Introduction to Edit Menu
New
Modify
Delete
Cut
Copy
Paste
Clear Clipboard
Find
Clear Search Criteria
Select Record
Select All
Select Number of Records
Clear Tags
View Tags
Browse Menu
Introduction to Browse Menu
Recent Debtor List
Find By
Introduction to Find By Menu
Name
Phone
Social
Date of Birth
Driver's License
Email
File Number
Account Number
City
State
Zip
Street
Date 1
Date 2
Index 1
Index 2
Clients
All Debtors
Active Debtors
Closed Debtors
Related Parties
Contacts
Attachments
Transactions
Statements
Payments
Attached Documents
Daysheets
Calendar
Archived Records
Archived Clients
Archived Debtors
Print Menu
Introduction to Print Menu
Quick Print
Reports and Letters
Daily Reports
Introduction to Daily Reports Menu
Letter Service Bureau
Scheduled Batch Letters
Client Acknowledgements
Daily Cash Report
New Business Report
Operator Activity Report
Work Cards
Monthly Reports
Introduction to Monthly Reports Menu
Generate Statements
Statements
Checks
Client Status Reports
Payables
Receivables
Operator Commissions
Analysis and Summary Reports
Introduction to Analysis and Summary Reports Menu
Month Batch Analysis
Transaction Analysis
Client Analysis
Total listed
Transaction Summary
Trust Reports
Introduction to Trust Reports Menu
Trust Summary Report
Client Trust Report
Debtor Trust Report
Merge Documents
Customize Printing
Introduction to Customize Printing Menu
Edit Report Templates
Import Report Template
Export Report Template
Print All Reports
Select Report Library
New Report Library
Delete Report Library
Settings
Introduction to Print Settings Menu
Report and Printer Setup
Printer Control Codes
Printable Information
Tools Menu
Introduction to Tools Menu
Dial a Number
Batch Processing
Credit Reporting
Recalculate
Sort Accounts
Scheduler
Time Management
Utilities
Introduction to Utilities Menu
Group Account
Search and Replace
Orphaned Account Search
File Numbering
Group Member Renumbering
Performance Benchmark
Record Totals
Record Lock Status
Update Client Addresses
Update Phone Records
Convert Attachment File Field
Manage Upgrade Contacts
Rebuild Archive Debtor Keys
Control Key Macro
Create Vouchers
Save Screenshot
Archive
Introduction to Archive Menu
Archive This Record
Restore From Archive
Predictive Dialer
Macros
Introduction to Macros
Macro Menu
Edit Macro Menu
System Menu
Introduction to System Menu
Change Password
Company Details
Rights
Operators
User Levels
Access Rights
Password Settings
Copy Operator Configuration
Layout and Languages
Form Properties
Field Properties
Reset Tab Order
Reset List Columns
Read Form Properties From CSV File
Write Form Properties To CSV File
Commit Form Properties To Database
Write Language File
Read Language File
Financial Settings
Transaction Types
Payment Posting Options
Commission Rate Plans
Payment Plan Settings
Credit Bureau Settings
Contact Management Settings
Status Codes
View Contact Plans
Import Contact Plan
Export Contact Plan
Work In Progress Settings
Account Matching Settings
Dialer
Network and Environment
Active Users
Network Settings
Change History Settings
Security Certificates
Trusted Hosts
Read Configuration File
Write Configuration File
Set Operator Messages
Launch Database Admin Tool
Diagnostics
Credit Bureau Log
Application Log
Db Currency
Db Stack
Db Statistics
Window Stack
What Is My Internet Address
Memory Gauge
Software License
Send Database Via FTP
Preferences
Help Menu
Introduction to Help Menu
Contents
Quick User's Guide
How To
Keyboard Tips
Index
Member Services
Training Videos
Report Library
3rd Party EDI
Upgrade Software
Version Check
Order Now
About
Toolbar Icons
Introduction to Tool Bar Icons
New
Open
Save
Edit
Find
Dial
Print
First
Prior
Next
Last
Delete
Help
Forms/Dialogs in Collect!
Tabs and Buttons
Date Field Editing
Text Editor
Viewing and Working with Lists
Viewing and Working with Lists
Customizing List Views
Field and Column Icons
Using Quick Prints
Status Bar Information
Database Conversions
Introduction
Preparing
Testing
Going Through with the Final Cutover
Initial Setup of Collect!
Introduction to Initial Setup
Company Detail Setup
Introduction
Accessing
Company Details Form
Operator Setup
Introduction
Accessing
Operator Form
Operator Samples
Status Codes Setup
Introduction
Accessing
Debtor Status Codes Form
Debtor Status Code Samples
Transaction Types Setup
Introduction
Accessing
Transaction Type Form
Transaction Type Samples
Commission Rate Plans Setup
Introduction
Accessing
Commission Rate Plan Form
Commission Rate Plan Samples
Report & Printing Setup
Introduction
Accessing
Report and Printer Setup Form
Testing your Printer(s)
Email Setup
Introduction
Setup Details
Global Email Server Setup
Operator Email Setup
Screen and Messages Setup
Date Format Setup
Getting Started with Data Entry
Introduction
Creating a Client
Introduction
Accessing
Client Form
Client Settings
Introduction
Accessing
Settings Form
Client Payments or Charges
Payment Form
Client Invoice/Statements
Invoice/Statements Form
Client Notes
Client Contacts
Client Attachments
Creating a Debtor
Introduction
Accessing
Debtor Information
Introduction
Debtor Form
Debtor Notes
Debtor Details Form
Debtor Attachments Form
Debtor Phones Form
Debtor Financials
Introduction
Accessing
Commission Rate
Financial Details
Judgement Information
Interest Details
Fees
Adjustments
Financial Summary
Creating a Debtor Cosigner/Other
Introduction
Accessing
Cosigner/Other Form
Creating a Contact Event
Introduction
Accessing
Contact Event Form
Schedule Contacts
Creating an Attachment
Introduction
Accessing
Attachment Form
Additional Setup
Introduction
WIP List Setup
WIP Options Setup
Introduction
Accessing
WIP Options Form
WIP Reload Filters Setup
Introduction
Accessing
WIP Reload Filters Form
Letter & Reports Setup
Payment Posting Setup
Introduction
Accessing
Payment Posting Form
Contact Plan Setup
Security & Access Rights Setup
Security & Access Rights Setup
Password Settings Setup
Introduction
Accessing
Password Settings Form
Additional Options Setup
Working with Collect!
Introduction
Using The WIP List
Finding a Debtor
Working a Debtor
Introduction
Getting Debtor Related Information
Making Notes
Managing Contact Events
Printing/Scheduling a Letter
Introduction
Printing Letters
Scheduling Letters
Letter Printing Topics
Taking a Promise Payment
Accounting Topics
Introduction
Daily Administration Menu
Introduction
Payments and Charges
New Business
Daily Batch Processes
Browse Daysheets
Month End Menu
Introduction
Generate Statements
Browse Statements
Print Statements
Print Checks
Receivables Report
Payables Report
Troubleshooting Month End
Printing Checks
Introduction
Debtor Checks
Debtor Cosigner Checks
Client Checks
Overpayment Checks
Invoice/Statement Checks
Processing Checks for ACH Handling
Reports Menu
Financial Reports
Accessing Reports
Total Value Listed
Client Analysis Report
Month Batch Analysis
Operator Analysis
Scheduled Batch Letters
Trust Account Summary
Year End Summary
Custom Reports
Management Topics
Introduction
Selecting & Tagging Records
Batch Processing
Introduction
Accessing
Process Automatic Contacts
Group Accounts Together
Assign Accounts to Operators
Assign Accounts to a Client
Run Contact Plan
Prepare Accounts for Reporting
Undo Completed Contacts
Account Toss
Setting Up WIP Lists
Load Spreading
Group/Ungroup a Debtor
Introduction
Grouping A Debtor
UnGrouping A Debtor
Report a Debtor/Cosigner to a Credit Bureau
Introduction
Accessing
Report a Debtor/Cosigner to a Credit Bureau
Developing Collection Strategies
Introduction
Design New Contact Plans
Using Contact Plans
Contact Plan Topics
Security & Collect!'s Interface
Introduction
Security and User Levels
Modifying Collect! Forms and Fields
Security and Aliases Topics
Collect!'s Report Writer
Introduction
Accessing
Editing Reports
Report Writer Topics
Report Samples
Collect! Internet Access
Introduction
Preparing Your Web Host
Starting Web Host and Testing
Web Host Form
Design Your HTML Reports
Modifying The Web Host
Security and Web Host
Personal Digital Assistant
Web Host Topics
Working with Web Host Samples
Collect! Optional Modules
Introduction to Additional Options
Auto Dialer
Introduction
Accessing
Auto Dialer Preferences Form
Quick Dial Form
Using Auto Dialer
Credit Bureau Reporting
Introduction
Collection Agency & Debt Collector Reporting Information
Preparing for Credit Bureau Reporting
Credit Bureau Reporting Topics
Import/Export
Introduction
Basic Requirements
Import/Export Topics
Record & Field Specifications
Introduction to Record Layouts
Client Record Fields
Client Contact Record Fields
Client Attachment Record Fields
Client Payment Record Fields
Debtor Fields
Cosigner/Other Record Fields
Contact Record Fields
Transaction Record Fields
Debtor Notes Record Fields
Attachment Record Fields
Phone Record Fields
Accumulator Record Fields
Letter Service
Introduction to Letter Service & NCOA
Letter Service Topics
NCOA (National Change of Address) Topics
TCN Service
Introduction
TCN Setup
Scheduling a Call Campaign
Processing Results From Call Campaigns
TCN Service Topics
Billing Tree Service
Introduction
Billing Tree Credit Card Payments - Quick Tour
Billing Tree ACH Payments - Quick Tour
Billing Tree Service Topics
Task Scheduler
Introduction
Scheduler Topics
ODBC Sync
Introduction
ODBC Topics
Predictive Dialer
Introduction
DDE Connection Setup
Keyboard Interface Connection Setup
Using a Predictive Dialer
Account Matching Setup
Account Matching Setup Form
Using Account Matching
Payment Plans Setup
Introduction
Accessing
Payment Plan Setup Form
Using Payment Plans
Maintaining & Backing Up Collect!
Maintaining Collect!
How to Maintenance Your Database
Using Internal Maintenance Procedures
Run Maintenance
Database Maintenance Form
Using External Maintenance Procedures
Introduction
Running an External Maintenance
Troubleshooting Maintenance Procedures
Database Maintenance Topics
Reindex Individual Fields
Database Maintenance Topics
Backup Collect!
Upgrading Collect!
Introduction
Preparing to Upgrade
Areas to Note When Upgrading Collect!
Upgrading Topics
Collect! Technical Reference
Introduction
Collect! CV11 Version History
Introduction to Collect! Version History
Confirming Your Build and Version
Collect! New Features
RDM Server Reference Guides
Warnings in Collect!
System Db Error Index
Database Topics
Archiving Accounts
Introduction
Archiving Topics
Empty a Database
ODBC Option
Installing ODBC Drivers For CV11
Using ODBC With RDM Server
Database Schema
ODBC Topics
Additional Database Topics
Licensing Collect!
Introduction to Licensing Collect!
Accessing License
Entering License
License Information
License Information
Web Host License
Licensed Options
License Topics
Topics Collections
Additional Help Topics
