Introduction To Working A Debtor
Collect! can help you manage your debtor accounts any way
you want to work them. If you can do it manually, then
there will be some way to automate the process in this
software. The high performance workhorse in this
description is the Contact Plan feature which allows you
to cascade a series of simple to very complex logic steps
to automate inventory movement/management or data
update/output.
Start by working your accounts individually, one step at a
time. Then begin to automate the process stepwise, keeping
careful watch on outcomes to ensure that your logic is leading
to the desired result. As your steps being built in your
Contact Plans are meeting with successful outcome, you can
continue to build onto them until you have a Contact Plan
that automates account movement through your company for an
entire portfolio, cradle to grave.
There are some basic requirements for automating any process in
Collect!. It is necessary to know each manual step exactly before
you can automate the step.
Someone in your organization will be instrumental in automating
Collect!.
This person:
- has to know how to use Collect! to work an account
- must take responsibility for your data
- has to know how the database is going to be affected if
you select multiple records to work with one procedure
We recommend that all new automations be run in a test environment
and thoroughly vetted before you take it live into your masterdb.
The system ships with a demodb expressly to provide you with such
a testing environment. There will be no redundancy in setup: any
Contact Plan, Import/Export map, Report/Letter/Writeback report or
Control File that you develop in your demo database can be
easily exported or copied into your masterdb.
Collect! installs with many samples to show you how to start
using advanced features and speed up your learning curve.
Sample reports and contact plans can be used just as they are.
You can also make modifications to adjust their actions to
your requirements.
Any time you want to modify an item that shipped
with the software, FIRST copy/paste the item
in place to create a duplicate version.
Rename one of them to be your modified version.
This way, you do not lose your original copy
in case you need to roll-back or keep the
original version for other uses.
See Also
- How to Use the WIP List
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