Set Timezone
The Set Timezone report and control file enable you to
automatically set the timezone for each of your debtors based
on the area code found in the Debtor's phone fields. If there is
no area code or it is invalid, Collect! simply displays "Local Time"
for the Debtor's Timezone.
When you enter new debtors in your system, Collect!
will update the Timezone field as soon as you leave
any of the Debtor's phone fields. Changes to the area code
will also update the debtor's Timezone field. If there is
no phone number in the Debtor's Home field, Timezone
is set from the remaining phone fields.
Collect! looks for a phone number in any of the phone
fields. The priority for setting the Timezone is Home,
POE#, Cell, Other.
Set Timezone Report
To update Debtors already in your system, you can
run the Set Timezone report.
To use this feature, import the Set Timezone report
into your database. You can copy it from your Demodb
or download the Set Timezone package from the
Collect! Member Center.
The control file that manages Debtor timezones is called
"setzone.ctf" and is stored in your "\CV11\masterdb\control"
folder.
As of version CV11.6.2.1, control files to set timezones for
Cosigners/Other Parties and record items stored in the Phone
tab are available for download from the Member Center. They
are DCsetzone.ctf and PHsetzone.ctf, respectively. If you
are not currently a Member, contact Administration at 250-391-0466
option 3 for pricing.
The Set Timezone report Starts On "Anywhere" and
should be run when you are on the Main Menu. Select
Print, Reports and Letters, and then select Set Timezone
to run the report. This may take a short while depending on
the number of debtors in your database.
When you run the Set Timezone report, Collect!
automatically sets the timezone for each of your debtors
based on the area code found in the Debtor's phone fields.
Collect! looks for a phone number in any of the phone
fields. The priority for setting the Timezone is Home,
POE#, Cell, Other.
If there is no area code or it is invalid, Collect! simply
displays "Local Time" for the Debtor's Timezone.
Set Timezone Control File
To update new debtors as they are entered into your system,
you can use the Set Timezone control file. To use this
feature, you will have to attach the setzone control file to
each of the Debtor's phone fields.
To do this:
1. Copy the new setzone.ctf to your
"CV11\masterdb\control" folder. You can find this in your
CV11\demodb\control folder or download the Set Timezone
package from the Collect! Member Center.
2. Sign into your masterdb database at user level 99 and
open a debtor.
3. Right click on the Home field and select Properties.
This will display the Access Rights for the field.
4. Click on the magnifying glass next to the Control File
field and select setzone.ctf. You should now see the
file name displayed in the Control File field.
5. Repeat steps 3 and 4 for each of the Debtor's phone
fields.
6. If you wish to display the correct timezone on Cosigner
and Phone tab records, ensure you have downloaded DCsetzone.ctf
and PHsetzone.ctf from the Member Center and ensure these
are selected for the Control File field in each field of
interest.
You need to sign out of Collect! and back in as any
other user level to see this control file at work. It
does not work if you are user level 99!
When you enter new debtors in your system, Collect!
will update the Timezone field as soon as you leave
any of the Debtor's phone fields. Collect! looks for a
phone number in any of the phone fields. The priority
for setting the Timezone is Home, POE#, Cell, Other.
Changes to the area code will also update the debtor's
Timezone field.
Using Timezones To Manage Work
Once you have updated all of your debtors' timezones,
you can manage your work queues by Timezone. Simply
select the Timezone column when you are viewing a
WIP List to sort the list by Timezone. Or, use the
Reload Work In Progress List dialog to set a Time range
to view when the WIP List is reloaded. Please refer to
Help topic, Managing Work Queue By Timezone
for more information.
You can also use this feature with the Timezone Alerts
to change the color of the debtor's Home field based on
the timezone. Please refer to that Help topic for a
sample control file snippet that you can use to create
the color setting criteria.
In version CV11.3 Build 8.1 and newer, when the timezone is
not "Local Time," the Debtor screen's title bar displays
the Debtor's local time.
Set Timezone For Cosigners
A cosigner report, Set Timezone DC, is shipped with the
Collect! evaluation database to set the Timezone for
all Cosigner records. A control file, DCsetzone.ctf, is
also included to set Timezone as new phone numbers
are entered or modified on the Cosigner record.
The Set Timezones for Debtor, Cosigner and Phone
Records utility may be downloaded from the
Collect! Member Center.
Set Timezone For Phone Records
A phone report, Set Timezone Phone Record, is shipped
with the Collect! evaluation database to set the Timezone
for all Phone records. A control file, PHsetzone.ctf, is also
included to set Timezone as new phone numbers are
entered or modified on the Phone record.
The Set Timezones for Debtor, Cosigner and Phone
Records utility may be downloaded from the
Collect! Member Center.
See Also
- Timezone Alerts
- Managing Work Queue By Timezone
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