Import Debtor
The Debtor Record Type is used to import data to the Debtor
form in Collect!. The Debtor form stores personal and financial
information for your accounts.
Select the Debtor Record Type to view the list of Debtor fields
that may be referenced during the import routine.
View Debtor Fields
Included with the Debtor information are Contacts, Attachments,
Transactions, Debtor Cosigners and Notes. Your import routine
can also load these related records when you import your debtor
information.
Any Debtors just imported will be tagged. Select Browse from
the top menu bar and then select All Debtors. When the Debtor list
is displayed, select Edit from the top menu bar and then select
View Tags to see only those records just imported.
View Field Lists
Click on the links to view tables of Field Types for the specific
Record Types that Import/Export processes. These tables
give additional information, such as the exact fields and forms
in Collect! referenced by each field type, the type of data in
the field, and the size of each field.
View Accumulator Fields
View Attachment Fields
View Client Fields
View Client Attachment Fields
View Client Contact Fields
View Contact Fields
View Debtor Fields
View Debtor Cosigner Fields
View Notes Fields
View Payment Fields
View Transaction Fields
View Phone Fields
See Also
- File Format Specification
- How To Use Import/Export
- Import Menu
- Export Menu
- Import/Export Topics
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