Introduction To Additional Setup
By now, you will have gone through some of the initial
setups required when you first started Collect!. You should
have also started entering the basic client and debtor
information needed to start using Collect!
You should have a bit more experience with Collect! and
you are ready to set up a few more tools to help you
automate a bit more.
In this section, you will learn how to set Work in Progress
settings for all operators, or to set up how the
Work in Progress will act for individual operators.
You will learn how to set up some automation for the
operator(s) who are going to be posting transactions
against your accounts. This will speed up the data entry
and help eliminate user error.
You can set up a more sophisticated password scheme.
Force operators to change their passwords at scheduled
times. Set up methods to block out users who are trying
to get into your system without a correct password.
Also included in this section is set up and design of your
contact plans, reports and letters and access rights.
These are more complex, so the advice here is take it a
bit at a time. Don't try to change everything at once.
You will be directed to more in-depth instructions for
completing each of these tasks.
You only need to set up what you need. When you find
yourself doing something over and over again, perhaps
Collect! can help you by automating these repeated tasks.
Many answers are taken care of in this section.
See Also
- WIP Options Basics
- WIP Reload Filters Basics
- Introduction To Report Writer
- Payment Posting Options Basics
- Contact Plan Basics
- Introduction To Security And Collect!'s Interface
- Introduction To Additional Options Setup
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