Operator

The Operator form contains all the settings for an individual Collect! user. These settings control many aspects of the particular operator's access to Collect!

Operator form

Please refer to Operator Basics for steps to access this form.

When the operator signs in, a different form or menu may be displayed. The operator Commission Rate and Sales Team settings may be set in the Operator form. Other settings control the messages displayed to the operator and the printing defaults that apply. You can set whether or not accounts are recalculated automatically when changes are made to the accounts. Logging operator account activity can also be switched ON. Password and account security, and permission to access the Web Host are also set in the Operator form.

ID

This is the short identification code assigned to the Operator or Sales Team. This ID is used to set every parameter in Collect! that relates to the operator. The ID that you choose for each Operator must be UNIQUE.

If you are using Sales Team functions then you should assign distinct ID codes to sales teams. It is suggested that you use codes that clearly designate Sales Team IDs as different from your individual Operator IDs.

You cannot use "System" or "Admin" for your ID. These are reserved words.

Type

The selection in this field controls which form the operator will see upon starting Collect!. Certain types have special functions that start up automatically. The Type pick list options are listed below.

System

An operator with this setting will see the Main Menu as soon as they sign into Collect!. This is useful for managers and any other user who performs multiple functions in Collect!.

Collector

An operator with this setting will see the Work In Progress form as soon as they sign into Collect!. This is useful for collectors to be ready to work their accounts as soon as they sign on.

Dialer Operator

An operator with this setting sees the Predictive Dialer waiting for a call as soon as they sign into Collect!. When a call connects, the Debtor form is displayed for the Debtor being contacted.

Client

An operator with this setting will see the Client form as soon as they sign into Collect!. A Client operator only has access to their own accounts.

When you select this field, you will notice that the Title field is now displaying "Client #." You must enter a valid Client Number for this operator. It should be the Client Number for the accounts you want this operator to see. If you leave the Client # blank, Collect! will not allow the Client operator to sign into Collect!.

This is tied into a hierarchical client ownership system. If the Client # you enter owns other clients, they will also be visible to this particular operator through the Browse Debtors and Find By menus. All other accounts will not be visible.

Web Host

An operator with this setting automatically starts Collect! in Web Host mode. This setting enables several functions that depend on additional settings in the Operator Security and Operator Detail form.

Additional settings may be set for sending XML data to Collect!, for enabling SSL, and for naming ports to use for HTTP and HTTPS (secure mode).

Scheduler

An operator with this setting automatically starts Collect! in Scheduler mode. This setting displays the Scheduler as soon as the operator signs in, allowing you to set tasks to be performed automatically, such as database snapshot, import routine, recalculate totals, print letters/report and Reconcile ACH and Credit Card History, etc.

The Task Scheduler is a licensed extension module. Please refer to the Help topic "Scheduler" for details.

Sales Team

When you select this setting, fields will appear on the Operator form displaying a list of Sales Team members and settings.

Sales Team definitions let you distribute commissions among groups of people. For example, a Collector may get 10%, a Salesman 5% and the Sales Manager 2% of any commission collected from an account.

Sales team ID should be entered in the Debtor's Sales field.

Name

This is the name or alias of the Operator. This is printed on many letter/report templates. If this is a Sales Team, you can enter a description here.

Actual

This is another name you can use. You can put your Operator's actual name here for your internal information. This field is not normally printed on letters.

Title

This gives the title of the Operator, such as Account Manager. This is printed on letters. This field is ignored for Sales Team definitions.

When the Initial Form is set to CLIENT, this field changes to "Client #."

Client #

This specifies the Client Number of this Client Operator. Only accounts belonging to this Client Number may be viewed by this Operator.

You MUST put a value in this field for this to work right. If you leave this blank, Collect! will not allow the Client operator to sign into Collect!.

This field replaces the 'Title' field when the Type is set to CLIENT.

The Client # is tied into a hierarchical client ownership system. If the Client # you enter here owns other clients, they will also be visible to this particular operator through Browse Find By functions. All other accounts will not be visible.

The Client # in the Operator Security section is ignored when the Operator type is CLIENT.

Office

If your agency has multiple offices, this field can be used to indicate which office the operator is working from.

Email

Enter an Email address here for this Operator. Click on the Email field icon to the right of this field to open the Email message window. You can send an Email to the Operator. The address is entered automatically. Press Send to deliver the Email. Collect! uses your system Email program. After the Email is sent, the window closes. Refer to Send Mail for details about the use of Email in Collect!. Select the Email tab to fill in details for the operator's email setup.

Commission Rate

This is the Commission Rate assigned to the Operator. Transaction commissions are multiplied by this percentage to determine the Operator's commission in the Operator Analysis report.

For Sales Team definitions, this field is calculated as the sum of all member commission rates. The commission should never exceed 100%, since 100% represents the commission paid by the client to the agency.

Address

This is the Street Address of the operator.

Street Number

This is the Street Number of the operator.

Address 1

This is an optional second Address line for the operator.

City

This is the City of residence for the operator.

State

This is the State Name or Code for the operator.

ZIP

This is the Zip or Postal Code for the operator.

Phone

This is the phone number of the Operator. This is printed on letters. This field is ignored for Sales Team definitions.

Phone Extension

This is an optional Extension for the number indicated in the Phone field.

Private

This is another phone number you can use.

Private Phone Ext

This is an optional Extension for the number indicated in the Private Phone field.

Country

This is the Country of residence for the operator.

OK

Select this button to save any changes you have made and return you to the previous form.

<<

Select this button to navigate to the previous operator in the Operator list.

>>

Select this button to navigate to the next operator in the Operator list.

Help

Select this button for help on the Operator form and links to related topics.

Delete

This button is visible only on the list of all Operators. Select this to delete the highlighted item from the database.

Edit

This button is visible only on the list of all Operators. Select this to open and modify the highlighted item.

New

This button is visible only on the list of all Operators. Select this to open a new blank Operator form.

Cancel

This button is visible only on the list of all Operators. Select this to close the list of Operators without saving any changes you may have made. You will be returned to the previous screen.

Security

The Operator Security section controls access levels and other security settings pertaining to this operator. Logging account activity can also be switched ON. These settings are explained in the Help topic Operator Security.

Detail

The Operator Detail section enables you to select many additional personal operator level settings. These are explained in the Help topic Operator Detail.

Operator Email

This section sets Email parameters for the operator. The settings are explained in the Help topic Operator Email.

Team

The Operator Team section sets details when the Operator Type is SALES TEAM. These settings are described in the Help topic Operator Team.

This tab is accessible only when you have selected 'Sales Team' in the Operator 'Type' field.

Group

The Operator Group section enables you to set up a customized list of Operator IDs for this operator. You can use this list to limit the Operators this Operator sees when they view the list of all Operators. This is a very useful security feature when loading contacts for operators in your WIP List.

This tab is NOT accessible if you have selected ' Sales Team' in the Operator 'Type' field. Select any other type of operator to access the Group area.

Please refer to Help topic, Operator Group, for more information.

See Also

- Operator Basics - Introduction/Accessing
- Operator Samples
- How To Start Using Collect!
- How To Setup Operators
- User Level
- How To Copy Operators To Master Database
- Account Toss