Find By Phone
This Find By option searches for Phone numbers that
match the data you entered.
Find By Phone prompt
A list of matching records will be displayed.
Find By Phone results
Selecting OK while leaving the prompt empty will
cause Collect! to display ALL records.
This function searches all Debtor records looking at all four
Phone fields for matches. Then, before leaving the Debtor record,
Collect! will look at all Cosigner/Other records, searching all four
Phone fields for a match that fits the search criteria.
If Collect! finds any matches, it displays a list of the
matching records.
For example to find all instances of 214-777-8898
type '214-777-8898'.
To search for a set of numbers in the middle of
a phone number, type *777 (or whatever you need).
The asterisk [*] tells Collect! to search all Phone
fields for a number containing the Find By Phone criteria.
For example, if you know there's an area code you
are looking for such as '214-777-8898', you could
type '*214' and it will come up with both
'214-777-8898' and '250-214-7986'.
Searching with [*] is a lot slower than just
typing the first few characters of the desired
Phone number because the system has to read every
single key and search it for matching characters.
There is a difference in using the Find By Phone
when you have entered your phone numbers
inconsistently. Numbers entered as '(214) 777-8898'
are actually different than '214-777-8898' when
compared for a match. It is important to enter all
phone numbers in a consistent way.
When the list is displayed, you can immediately
start typing the exact Phone number you wish to find
and Collect! will scroll through the displayed list to
move you to the specific Phone number you may be
looking for.
Once the row with your Phone Number is highlighted,
press ENTER or select the row with your mouse and
Collect! will open the Debtor form. If the Phone Number
you selected was in one of the cosigner/other
records, the debtor to whom the cosigner/other
record belongs will be displayed.
When you are ready, you can either back all
the way out and return to what you were doing,
or you can return to the list and select another
row to work.
If you go too far, select Browse Find By Phone again
and Collect! will retain what you previously searched
for. This helps speed up your lookups.
Once you Cancel the list, or back out to another
form, the matching Phone numbers list will be released.
See Also
- Find By
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