Modifying Collect! Forms And Fields
Collect! is a very flexible program, accommodating many types
of accounts. You can customize the forms and fields to suit
the type of business you are in. For instance, if you work
medical accounts, you may want to change the title of the
Debtor form to display as Medical Account.
You can change the Debtor Name field label
to Guarantor and the Debtor Contact Name
field to Patient. If you work with auto loans,
you may want to entitle the Debtor
form, Loan Contract and then label
the Debtor Name, Client.
Perhaps you work a variety of account types. One group of
operators may handle your medical accounts and another
your auto loans. Each group of operators can have the forms
that they use displayed with labels that make sense to them.
This beautiful feature accommodates multiple languages as
well. For instance, you may have a group of Spanish operators,
or a group of French operators. Each language group may
have forms and fields displayed in its own language.
You can control which users are able to access certain parts
of Collect!. Apply security settings to any form or field, and
even to buttons. Display information to your users while
preventing them from making changes to the data that is
displayed. This is the concept of User Levels. It is the basis for
setting up your Operators when you first begin to use Collect!
You can also hide fields, making certain fields or certain
menu items invisible to User Levels that have no need to
access them.
You can move fields and customize lists. All Debtors and
Clients can be set to show fields other than the choices
defined by default. For example, you may want to know, at
a glance, what country your clients live in. You could include
the Country field in the Client list.
You can even change the background color of a field to bring
it to the attention of your users.
Through the Access Rights form, any of these modifications
may be made globally, across all user levels, or refined to
affect only certain levels. As well, aliases and access levels
may be set in the Operator Level Rights for a chosen
user group.
It is best advised that you do not try to change everything
all at once. Please refer to
Preparing To Make Changes To Access Rights
before you attempt to make any modifications to existing
levels and settings.
See Also
- How To Set Field Or Form Properties
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