Management Topics
This page contains links to help topics for several
account management areas.
Introduction
- Introduction to Management Topics
- This introductory topics gives you important tips for managing
your Collect! system most efficiently.
Batch Processing
- Selecting and Tagging Records
- This topic shows you how to select and tag records so that
you can process many accounts at once.
- Batch Processing
- This topic introduces you to the batch processing
functions that you can perform in Collect!.
- How To Use Batch Processing
- Explains details for using various batch processing procedures.
- Batch Processing Topics
- Links to additional topics for processing batches of accounts.
- How To Print Daily Reports Or Letters
- Details about printing your daily letter batches
- How To Use Letter Service
- This optional extension module enables you to outsource your
daily letter batches.
Contact Management
- How To Manage Contacts
- Introduces you to Collect!'s contact management system,
the central area for all your operators' work loads.
- How To Use Contact Plans
- Explains how to automate your contact management
by scheduling events through contact plans.
Account Management
- How To Setup the WIP List
- Helps you set up the details for your operators'
WIP Lists so that they can work in the best way for
your business model.
- Load Spreading
- Shows you how to work with WIP Lists so that
they are more manageable.
- Account Toss
- Shows you one way for distributing accounts
among your operators.
- Introduction to Grouping Accounts
- Explains several ways that you can group
accounts together in Collect!.
- How To Group Debtors
- Explains how to manually select accounts and
group them together.
- How To Ungroup Debtors
- Explains the correct procedure for removing accounts from
a group.
- How To Reassign Debtors To A Client Using Macros
- Explains how to use a macro for reassigning debtors
to a different client using Client Number. This procedure gives each
debtor the new client's number.
Credit Bureau Reporting
- Credit Bureau Reporting
- Introduces you to this optional extension module
for reporting your accounts to bureaus.
- How To Report Credit
- Explains the details of reporting accounts to bureaus
in Collect!.
- How To Setup Credit Bureau Reporting
- Gives details for areas you need to set up to
report accounts correctly.
- How To Run A Credit Bureau Report
- Walks you through producing the file to send
to bureaus each month.
- Credit Bureau Reporting Topics
- Additional topics for credit reporting procedures
and troubleshooting.
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