New Features - 11-3 Build 9

Welcome to Collect! Version 11.3 Build 9. This latest version has many new features and functionality. There are also many optimizations and enhancements to existing features.

Commission To Date

This new field on the Client form displays the total commission earned on the Client. When a client is recalculated, the commission amounts on all the client's debtors' transactions are totaled up and stored in the "Commission to date" field on the Client form.

Only Payments For Comm To Date

This new check box in Client Settings tells Collect! to use only " Payment Type" transactions when totalling the new Commission to Date displayed on the Client form.

Generate On Commission

This new switch in the Transaction Type from enables you to generate receipt numbers for payments to Commission. When the "Generate on Commission" option is checked, only payments with a commission amount will generate a Receipt Number.

Internal Transaction Type

This new Financial Type enables you to track internal expenses on an account without affecting either the Debtor's financials or the Client's commission and return.

A new radio button "Internal" appears under the "Financial Type" group of radio buttons and a new "Internal" tab has been added to the Debtor Transaction Summary.

Please refer to Help topic, Transaction Type Sample - Agency Internal Expenditure for details.

Import And Export Multiple Contact Plans

You can now import and export several contact plans at once. Collect! will export the plans into a single *.cpl file. When you import this file, Collect! will load all the contact plans into your system. This makes it very easy to transfer several contact plans quickly in one convenient file.

For details, please refer to Help topics, How to Import a Contact Plan and How To Export a Contact Plan.

Batch Email And SMS In Scheduler

You can now schedule Email batches and SMS Email batches in Collect!'s Scheduler. When you configure a Print Batch Letters task, the Scheduler now shows you the Email option. When selected, you can also switch ON the SMS option.

Please refer to Print Batch Email in Scheduler for details.

First And Middle Names In Reports

The new name formatter gives you more flexibility when bringing first and middle names into your reports. When <fns> is used, @de.na<fns> for example, Collect! will output all names after the comma. This new code handles names that have a two part non-hyphenated first name or a middle name. This enables you to satisfy the requirements for proper demand letter or legal letters where the whole name must be displayed.

Don't Prompt On File Overwrite

This new switch in Report Options enables you to refresh an existing file with new data while preventing Collect! from prompting you every time you want to overwrite the file. When this switch is ON, Collect! will automatically overwrite the existing file that has the same name as the file you are printing.

Udp Redirect Dialer Plug-In

Implemented a new UDP protocol parser using the Operator Detail Note 2 field for storing the dialer string. When the "Use softphone for dialer" switch is ON, the Note 2 field holds the following information, "UDP:/ipaddress:port:extension".

When the user clicks a phone number, Collect! will send "extension,number" to the ipaddress and port via UDP protocol.

Please refer to Help topic, Softphone for details.

Web Predictive Dialer

Collect! now has an all new Web Predictive Dialer that enables you to easily integrate your Predictive Dialer with VoIP and IP-PBX dialing systems. You simply start Collect! with the new /w2 argument, start Predictive Dialer in Collect! and wait for calls. Collect! parses the URL sent from the dialer and pops up the Debtor on your screen. If several accounts are found with the same phone number, Collect! returns all results in a list.

Please refer to Help topic, Web Predictive Dialer for details.

Upgrading To This Build

Please refer to Upgrading Topics for details about upgrading your existing Collect! system to take advantage of the features and optimizations in this latest release.

If you are upgrading from Version 11.2 build 17 or earlier, you must do a complete database upgrade to this version.