Topics - Quick User's Guide
This page links to topics covered in the Quick User's Guide
that ships with Collect!
These are introductory pages to introduce you to
the software. More in-depth and comprehensive
coverage may be found via Help Contents, Help
Index and the Search function on our homepage
at www.collect.org.
Welcome
Benefits of using Collect! for Credit and Collection.
New features in this latest version of Collect!
Setting up Collect! - the
comprehensive guide to all aspects of this most important topic.
Quitting Collect!
New User Basics - Finding Help, controlling Collect! with keys
and the mouse, lists, printing and more.
Basics
Opening a Database in Collect! - tips for opening different
databases.
The Main Menu shows your login ID, the database you opened
and is the gateway to all features and operations that Collect!
can perform, organized into categorical menus.
Entering Clients and Debtors
New Business includes creation of new client and debtor records.
How To Enter A New Client describes how to enter a new client.
How To Enter A New Debtor describes how to enter a new debtor.
How To Schedule Contacts describes scheduling basic contacts
for working your accounts.
Posting Transactions
How To Post a Transaction describes financial management for
recording debtor payments.
Printing Reports
After entering new clients and debtors, you can print relevant
reports and letters.
Daily Reports lists reports you can print on a daily basis.
The Daily Cash Report will print a summary of transactions posted.
Working with Client Information
How To Make Client Payments describes posting payments from clients.
How To Generate and Print Statements describes the preparation
of client invoice/ statements and checks.
Beyond The Basics
Explore the features and functions of Collect! in more depth.
See how the system can work with you to simplify such things
as managing contacts, creating and using contact plans from
basic to sophisticated levels, print batch letters and
running other operations.
How To Manage Contacts introduces the concept of "Contacts"
versus " Contact Plans". The former being a single event
or view of a list of single events, while the latter is a
compilation of events that define an automated strategy.
Example: a letter to be sent, phone call to be made and status
to be changed is 3 individual events on a single debtor. The
same 3 events combined in an automated Contact Plan which
schedules all 3 simultaneously on multiple debtor accounts of
choice, WITH the ability to utilize conditional logic, is a
Contact Plan.
How To Use the WIP List describes the easy and comprehensive
way to display and work pending contacts.
The Print Menu.
How To Print Statements - Reports - Letters.
Scheduled Batch Letters describes how to maximize your time by
printing letters/ reports in criteria controlled batches.
If you utilize a letter service to produce and mail your
debtor correspondence, the system can be configured to generate
your Letter Service data file in industry standard formats.
Credit Reporting
How To Report Credit describes the processes configuring the
system, setting up clients to allow reporting, initializing
new debtors for reporting, managing update records and exporting
your file to send to the credit bureau(s) of your preference in
METRO2 standard format.
Account Matching And Grouping
Accounts can be grouped together automatically and manually
to allow 1 debtor with multiple debts to be consolidated in
your system. Matching Criteria is user defined and can be
updated to accommodate different client directives.
Example: one client has no rules about what kind of accounts
their accounts can be linked to while another client's inventory
management requirements include complete segregation from other
creditor accounts in your company. Collect! can accommodate both.
How To Group Debtors explains how to group debtors manually.
How To Setup Account Matching describes how to group accounts
automatically whenever a new account is entered.
Other Features And Functions
How To Use Batch Processing shows how to select and run any of
9 separate procedures which may be applied to targeted accounts
in volume batches.
How To Use Macros describes the efficiency tool the system
possesses that will allow you to create and use macros to
perform unchanging/repetitive keyboarding tasks that mirror
a user's manual steps.
How To Design Reports and Letters takes you through topics
relating to learning how to use the ad hoc report generator.
Import/Export Module introduces the capability of bringing in
data from outside of your system and having it be electronically
incorporated into your database automatically. Example: New
Business your client assigns by way of batches of accounts in
csv file format. Covered as well is how to transfer select
information out of your system in formats and layouts that
may be required by third party systems outside of Collect!.
Example: Your client requires a payment file, address updates
or closeout reports by csv file that matches their column
order of fields in a spreadsheet, or perhaps you send out
accounts to a skip locate provider who returns to you a data
file of results that you import into your system.
TCN Module covers how to utilize this add-on module to create
call lists and incorporate campaign call results from TCN back
into Collect!.
How To Use Pick Lists demonstrates how simple it is to create
and modify user defined drop-down choice lists that allows you
to categorize and display important details about your accounts
on a per account basis.
How To Set Field Or Screen Properties introduces how you can
customize the system to conform to how you want to do business.
A field or screen label can be modified to become what is
meaningful to you and how you operate. These system control
screens allow you to define defaults of who has what access
rights on a per screen AND per field level BY per user level.
Now that you have gotten started, use the Contents,
Help Index and Hyperlinks to explore other areas and details.
Shipping defaults in configurations and preference
settings may not be the same as your company's
requirements. Remember the importance of decisioning
your system operational and feature preferences
before going live with your data.
Setting up Collect!
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