New Features - 11-2 Build 16
Welcome to Collect! Version 11.2 Build 16. This latest
version has some exciting new features, improved functionality
and several enhancements to existing features.
ODBC Sync
Collect!'s new ODBC Sync extension module empowers you to
interface with any third party ODBC compliant application. Commit
on-the-spot Updates, Inserts and Deletes to your other application
from within Collect!. All the functions of Collect!'s comprehensive
contact plan management system may be used to trigger events.
You can synchronize with one or several third party applications.
Collect!'s ODBC Sync requires Open Database Connectivity
capability with Version 3.x ODBC drivers.
Please refer to Help topic, ODBC Sync for details.
ODBC Event Type
A new Event type, ODBC, has been created for the ODBC Sync
feature. This contact type is only used when you have the
ODBC Sync extension module. You can commit Updates,
Deletes and Inserts to a third party ODBC compliant
application by means of this new contact type and
configuration files.
Please refer to Help topic, ODBC Sync for details.
Enablekeys.SQL
This is an SQL script for ODBC users of CV11 prior to
version 11.2 build 12. You can use to this script to enable the
indexes in your databases. This will speed up SQL queries
when using WHERE clauses. There is also a Readme included
in the package which may be downloaded from the Member
Center.
Visit our Member Center for Script Download
Enable ODBC Debug Logging
This new switch in Screen and Messages is used only with the
new ODBC Sync feature. When this switch is ON, Collect! will
generate an "odbcsync.log" with very specific information about
Collect!'s attempts to connect to your third party data source.
It also includes the exact SQL command with details for each
account.
Please refer to Help topic, ODBC Sync for details.
Collector's Pledge
A new install option enables you to select the Collector's Pledge
splash screen that ships with Collect!. This is the ACA International
Collector's Pledge. It is displayed on a fresh new background
with Collect!'s latest splash screen design.
Download Add-Ons
New sample Pick Lists, Control Files, Contact Plans,
and Scripts are available for Members to download.
Visit the new Add-ons drop-down menu on our Member Center! This
page will enable users to download many useful add-ons,
such as custom pick lists, control files, contact plans
and SQL scripts (for our ODBC users). We will also offer
comprehensive solutions using a combination of these items.
Some examples in our scenario packages are creating
dynamic attachments, or managing post-dated checks for
direct debit, with contact plans, transactions and letters.
Visit our Add-Ons page now
Select Posted Or Payment Date
The Operator Analysis and Transaction Analysis reports
have been enhanced. When prompted to select a Date
Range for transactions to be included in the report, you
can now also specify Posted Date or Payment Date to
use for the Date filter.
Set Commission And Tax Rates And Switches
New hidden fields on the Client form enable you to directly
access Tax and Commission Rates and Options. You can
set the values in reports or imports and read them in reports.
The printable information codes are @cl.cra, @cl.cr1, @cl.cr2
and @cl.cr3 for the Commission Rates and @cl.tr, @cl.tr1, @cl.tr2
and @cl.tr3 for the Tax Rates. The Commission Rate Options
may be set or read using @cl.cro and the Tax Rate Options
may be set or read using @cl.tro. You will need to REBUILD
your Printable Information to access these fields.
Please refer to Help topic,
Set Commission Rates and Tax Using @EDIT for more
information.
During an import, Client's commission and tax rates and options
may be set using the new Commission Rate and Commission Rate
Options field specifications and the Tax Rate and Tax Rate
Options field specifications.
Please refer to Help topic, Set Commission Rates and Tax
During Import for more information.
Reassign Contacts For Group Debtors
This new report shipped with the Demodb may be used to reassign
contacts for all group members. The report stores the Operator ID
for Group Member 1 and assigns this to all In Progress contacts
for other members in the group.
You can also download this report from the Member Center main page.
Look in the right hand column.
Visit our Member Center to download Reassign Contacts report.
Post-Dated Checks
The Post-Dated Checks package contains reports, contact plans
and setup tips for implementing an automated solution for
managing promises to pay combined with pre-authorized account
debits. A PDF tutorial is also included in the package which
may be downloaded from the Member Center.
Refer to Help topic How To Manage Post-Dated Checks for details.
CBR Pull Sample
Collect!'s Import/Export module enables you to process
credit reports or other query results from external agencies.
You can attach this information to the appropriate Debtor
account and have it instantly available for reference.
Download the new CBR Pull Sample package from
the Collect! Member Center. The package contains
sample import maps and sample files, in each
bureau's format, and a PDF tutorial.
***This sample works with CV11.2 Build 15 and newer.***
Download CBR Pull Sample
Please refer to Help topic, How To Attach Credit Reports To
Debtor Accounts for details.
Report Samples
Two new reports are available for download from the Member
Center Sample Reports site.
Operator and Client Accounts Summary
This report shows a list of operators and a running total of their
accounts. Each Client#/Name with Active or Closed accounts
is listed with total Active/Closed accounts. Grand Totals for
all clients are displayed. This report excludes operators and
clients with no Active or Closed accounts.
Download the Operator and Client Accounts Summary report
States Excluded Call List
This report creates a list of debtors to be called using values in
the report as states to be excluded. The report prompts for
Status Code, Owing and Listed Dates. Excluded states list
may be modified as needed. This report prints to spreadsheet.
Download the States Excluded Call List report
Optimizations
Enhancements were made to Display and Handling, Report
Samples and other areas.
Upgrading To This Build
Please refer to Introduction To Collect! Version 11
for details about upgrading your existing Collect!
system to take advantage of the features and optimizations
in this latest release.
See Also
- New Features - 11-2 Build 15
- New Features - 11-2 Build 14
- New Features - 11-2 Build 13
- New Features - 11-2 Build 12
- New Features - 11-2 Build 11
- New Features - 11-2 Build 9
- New Features - 11-2 Build 8
- New Features - 11-2 Build 5
- New Features - 11-2 Build 4
- Introduction To Collect! Version 11
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