Topics Collections

These are collections of links to various topics involved in running and maintaining Collect! and using all of its many features effectively.

New Users

Quick User's Guide

This Quick User's Guide introduces you to Collect! and gets you up and running quickly. It shows you how to do the most common tasks, provides you with tips, and points you to some of the powerful and exciting new features in Collect!.

Collect! User's Guides

Several individual guides are available for reviewing basic functions in Collect! that you will be performing on a regular basis.

Training Manual Main Index

This manual contains links to topics for setting up and using Collect!. The subjects are divided into three sections, one each for System Administrators, Office Managers and Collectors.

New User Basics

Collect! has many built-in features to make your work easier and more enjoyable. Learn your way around by reviewing the topics listed here.

Setup Topics

These setup topics are listed here to make it easy to access them.

Using the Help System

These topics explain how to use available help resources most effectively to learn anything about Collect! more quickly.

Get Help Topics

These topics relate to getting help and technical support.

Report Writer

Report Topics Index

Each of the links on this page take you to another list of links to report topics on a certain subject.

User's Guide - Printing Reports - Part 1

This user's guide introduces you to Reports and Letters in Collect!.

User's Guide - Printing Reports - Part 2

This user's guide gives you more details about Reports and Letters and steps for printing specific reports.

User's Guide - Designing Reports

This user's guide helps you get starting creating your own reports and modifying existing ones already in Collect! or downloaded from the Report Library.

Report Sample

Links to actual reports and code snippets shipped with Collect!

Working Accounts

User's Guide - Working Accounts

This user's guide is intended to help operators and collectors to get familiar with the areas of Collect! they will use each day as they work accounts.

Data Entry Topics

These topics deal with issues related to data entry.

WIP List Topics

These topics deal working accounts through the WIP List.

Contact Plan Topics

These topics deal with using contact plans.

Batch Processing Topics

These topics deal with batch processing routines.

Financials

Promise Contact Topics

These topics deal with using promise contacts.

Payment Plan Topics

These topics deal with using payment plans.

Post-Dated Payment Topics

These topics deal with using post-dated transactions.

Legal Topics

These topics deal with posting legal fees.

Billing Tree Module

This topic cover all the steps for posting payments online electronically and updating your Collect! database with returns.

System Administration

Setup Checklist

This guide links to all the basic areas that need to be setup in Collect! after you install it.

User's Guide - Orientation

This user's guide will help you get your bearings as you begin to explore Collect!. It introduces you to the user interface and some of the details of operating in Collect!.

User's Guide - Administration

This user's guide is intended to help administrative staff get to know the areas in Collect! that they will be working with most frequently as they manage daily business operations.

Access Rights Topics

These documents deal with setting security levels in Collect!

How To Set Field Or Form Properties

These topics are specifically about changing form and field properties.

Security and Aliases Topics

These topics address all areas of security and aliases.

Using Color In Collect!

These topics address all areas of using color in the Collect! interface and reports.

Network Setup

These documents deal with network setup instructions.

Networking Topics

Additional networking help topics.

License Topics

These documents deal with troubleshooting licensing.

System Administration Topics

Additional administrative topics.

Database Topics

Additional database topics

Backup Database Topics

Topics related to backing up your database.

Database Maintenance Topics

Topics related to database maintenance.

Archiving Topics

These topics relate to archiving accounts.

Installation Topics

Topics related to installing Collect!

Upgrading Topics

Topics related to upgrading Collect!

Optional Extension Modules

Credit Bureau Reporting Topics

These topics relate to using the Credit Bureau Reporting module.

Letter Service Topics

These topics relate to using the Letter Service module, including NCOA.

Import/Export Topics

These topics relate to using the Import/Export Module.

Scheduler

These topics relate to using the Scheduler Module.

eBureau Module

This topic introduces the eBureau Module. This add-on application enables you to submit accounts to eBureau for processing through Collect!. Work your accounts profitably and efficiently with the wealth of valuable information returned from the eBureau process.

TCN Topics

This page links to all the available topics for using Collect!'s batch processing to process your TCN call campaigns.

Billing Tree Topics

This page links to all the available topics for using the Billing Tree module to process your check and credit card payments in Collect!.

ODBC Sync

This topic introduces the ODBC Sync module. ODBC Sync empowers you to send data from Collect! to any third party application with a Version 3.x ODBC driver.

Predictive Dialer Topics

These topics relate to using the Predictive Dialer module.

Remote Access

Remote Access Topics

This list contains topics relating to remote data entry and retrieval through Collect!

Web Host Topics

This list contains topics relating to Collect! Web Host.

ODBC Topics

This list contains topics relating to accessing the Collect! database via an ODBC interface.