Data Entry Topics

This selection of topics is intended to help you get started with Data Entry in Collect!.

Introduction

Data Entry Introduction

This introductory topic gives you some important tips as you begin to enter data into your Collect! system.

Entering New Accounts

How To Enter A New Client

This is the first step when entering new business into your system.

How To Enter A New Debtor

Once you have your Clients entered, then you can enter your Debtor information.

How To Schedule A Letter Contact

Schedule a Letter to print at a future date or in a daily batch.

How To Schedule A Review Contact

Schedule a Review for the account operator's To Do List

How To Schedule A Phone Contact

Schedule a Phone call for the account operator's To Do List

Account Matching During Data Entry

This topic shows how to match accounts when entering new accounts in Collect!.

How To Group Debtors

This topic shows how to group accounts that you want to keep together.

Web Data Entry

This topic introduces you to entering and updating data from your Internet browser using Collect!'s Web Host.

Working With Forms And Fields

How To Use Dialogs in Collect!

This topic shows you many features and functions that apply to most forms and screens in Collect!

How To Use Pick Lists

Choices can be attached to any field, making data entry each and less prone to error.

Keyboard Tips

All the key combinations and shortcuts you can use to edit text and navigate in forms and fields are shown in this topic.

Edit Fields

Shows key combinations applied to editing fields.

Edit Forms

Shows key combinations and function keys applied to editing forms.

How To Search For Records

Explains using Search Criteria to find records in your database.

How To Use The Attachment Form

Storing additional information about your accounts is easily accomplished by using the Attachment Tab.

How To Change Tab Order

Explains how to change the tab order in any form in Collect!

Printing Letters

How To Print Debtor Letters

Debtor letters may be printed in several ways as outlined in this topic.

Financials

How To Post A Transaction

This document steps through the process of posting a Transaction in Collect!.

How to Post a Debtor Payment

This document introduces you to basics that apply to every payment that you post in Collect!.

Introduction To Promises

What is a Promise? Promises may easily be managed in Collect! using a Promise contact.

Taking A Promised Payment - Quick Tour

This is a quick tour of the steps involved when you set up a Promise on an account.