New Features - 11-5 Build 2
Welcome to Collect! Version 11.5 Build 2. This latest version
has several new features and functionality, as well as several
optimizations and enhancements to existing features.
Max Intervals For Promises
Promise Contacts can now use the Max Intervals field. Previously
this field was hidden on the Contact form when the Type was
Promise. Now it is available for use with repeating Promises.
You can now schedule a series of Promise payments that does
not fully pay off the debt. Collect! will mark the Promise Contact
as Done when the Interval reaches zero.
Max Intervals will also work with the Copy on Repeat switch, the
Advance Overpayments switch, and contact plans that schedule
repeating Promise contacts.
Apply To Client Accounts
This new switch in the Operator Security form will apply
account access control to Clients as well as Debtors according
to the Operator's Security settings. Operators with this switch ON
will only be able to Browse the Client or Clients in the hierarchy they
have access to. This enhancement enables complete control over
both Client and Debtor account access at the Operator level.
Please refer to Help topic, Account Access Control for more
information.
Batchoff/Batchon Command
A new command in the Report Writer enables you to control
batch fetching in a particular report. Nested loop conditions might
fail in certain reports due to batch fetching interference, especially
when outer/inner loops share the same record type. To prevent
this, batch fetching may be temporarily disabled with the
new @batchoff command. This is only necessary
in very particular cases where nested loops are causing the Report
Writer to fail. @batchoff switches OFF batch
fetching and @batchon switches it back ON.
Batch fetching will automatically reset to its default position,
ON, whenever a new report is printed.
Please refer to Help topic, How To Print a List of Records
for more information.
Restrict To Cosigner Only
A new Letter Service check box is now available in the Report
and Printer Setup form. "Restrict to cosigner only" enables you
to limit printing to Cosigners so that only Cosigner records with
Class "Cosigner" will be processed in your Letter Service file.
When the switch is OFF, the functionality is the same as it
always was, with all Cosigner records being processed in the
Letter Service file.
Please refer to Help Topic, Report and Printer Setup for details.
Billing Tree Password/PIN Settings
Added new Password/PIN fields to the Billing Tree
ACH Payments Setup and Credit Card Setup. When the
Password/PIN is entered in the setup screen, Collect! will no
longer prompt for a password when a User initiates a Billing
Tree transaction. This enables you to restrict your Billing Tree
connection information for security reasons. User Levels 1, 10
and 99 will continue to display the Password/PIN prompt with
the Password/PIN filled in. All other levels will no longer display
the Password/PIN prompt, if it is entered into the appropriate
setup screen.
The passwords are stored encrypted in the collect.cfg file using
base 64 encoding.
Please refer to Help topics, ACH Setup and Credit Card Setup
for details.
New Add-Ons
Set Simple Interest by State
The Set Simple Interest by State package sets Simple Interest
on a Monthly Basis based on the Debtor Charged Date and
the State of the Debtor. You will find it in the Contact
Plan directory. The interest rate used is the interest
rate that each state is allowed to charge on Collections.
This plan is a guideline only and MUST be reviewed
before implementing. The rates used are as of
January 1, 2012. Comtech Systems Inc. does
not accept any responsibility for outdated interest
rates.
Download Set Simple Interest by State
Add Spaces to Notes During Importing
Collect!'s Dynamic CSV Import Indexing makes it easy to format
incoming text data for Notes. This package contains a sample
file and import map to show you how this is done. The import
map loads some data from the data source file and also adds
text using "Default Values" in the import field specifications. A
layout HTML file is included for quick reference.
This Add-On Import works with CV11.3.6 and newer.
Download Add Spaces to Notes During Importing
New Report Samples
Check Withdrawal Letter
This letter may be sent to a Debtor to notify them of the next
withdrawal from their bank account. The letter contains the
bank account information, amount and date of the agreed upon
withdrawal. It finds the Debtor's earliest post-dated Transaction
with no Posted Date. To comply with EFT notification
requirements, the letter may be scheduled with a contact plan
when the Transaction is posted.
View Check Withdrawal Letter
State/Province Payment Breakdown
This is a modified version of the internal Daily Cash report.
The report prompts for a Date Range and Debtor State or Province.
Totals for Debtor and Client Payments are calculated along with
Commissions and Deposits. This new report may be used for
government trust compliance reporting.
View State/Province Payment Breakdown
Promise Forecast by Client
This report will prompt for a Client to evaluate and a Date Range
to include in the report. It will go through the Client's Debtors
tallying the Promise Entries that fall within the given Date Range.
Then the report outputs the Total Owing, the Total Promised within
the Date Range and the Total Commission on the Promised amounts.
Promised and Commission are read from the Promise Entries for
the Account.
View Promise Forecast by Client
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 11.3 build 11 or
earlier, you must do a complete database upgrade to this
version.
See Also
- Collect! New Features - all Collect!'s builds in one easy table
- Introduction To Collect! Version 11
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