Utilities
This submenu allows you to easily access several
operations that are most frequently performed on
Debtor and Client records. Select Tools from the
top menu bar and then select Utilities to access
the following functions.
* Group Account
* Send Text Message
* Search and Replace
* Orphaned Account Search
* File Numbering
* Group Member Renumbering
* Performance Benchmark
* Record Totals
* Record Lock Status
* Update Client Addresses
* Update Phone Records
* Convert Attachment File Field
* Manage Upgrade Contacts
* Rebuild Archive Debtor Keys
* Control Key Macro
* Create Vouchers
* Save Screenshot
Group Account
Select Group Account to step through the process
of joining accounts you have previously tagged.
See Also:
- How To Group Debtors
- How To Ungroup Debtors
Search And Replace
Select Search and Replace to open a dialog where
you can type in a string to look for in the database.
Select the field you wish to search and enter a search
string and, optionally, a replace string. You can select
other settings to refine your search.
You can use this utility on any list. You
must have the list open invoking
Search and Replace.
Orphaned Account Search
Select Orphaned Account Search to run the
Orphaned Debtor Report. This report examines your
accounts and lists any neglected accounts that it finds
with Active Mode and no current contact 'In Progress'
and any accounts with no Mode selected. When the
report is run, you can automatically schedule a contact
for each of the accounts that the report lists.
Please see Orphaned Debtor Report for details.
File Numbering
Select File Numbering to check the existing file numbers
of all accounts in your system. If duplicates are found,
this function renumbers the files to get rid of the
duplicate numbers.
This is useful if you have just imported, and the
incoming file numbers overlap with existing file numbers.
Normally, it should not be necessary to run the routine,
but if you find the same notes appearing on more than
one Debtor, you can run this process to eliminate that
problem.
Collect! will not renumber accounts that you
are reporting to credit bureau. The File
Number uniquely identifies the account to
the bureau.
See Also:
- How To Renumber Debtor File Numbers
Group Member Renumbering
Select Group Member Renumbering to tidy your
Group Member numbering. Collect! will number all
Group Members in each group sequentially, closing
any gaps in the Group Member IDs that resulted from
removing members from a group. You also have the
option of resorting, Oldest to Newest, or Newest
to Oldest, according to Listed Date.
To renumber group members sequentially, just
select the Group Member Renumbering option.
To resort group members by Listed Date, you must
first tag debtors to process.
It is advised that you run this utility when
signed into Collect! in EXCLUSIVE mode.
Performance Benchmark
Select Performance Benchmark utility to test the
performance of your computer through several stress
tests. This is very useful for finding system bottlenecks
when a Server or Workstation seems unusually slow.
Please refer to Help topic, Performance Benchmark
for details.
Record Totals
Select Record Totals to view a quick count of records
in the current database. Clients, Debtors, Transactions,
Contacts, Attachments and Cosigners are counted.
This is especially useful for users with limited accounts.
If you are approaching your limit, you can archive accounts
or upgrade your license to allow more accounts to be
stored in the database.
If you run this utility when viewing the Archive database,
you will see totals for your archived accounts.
Record Lock Status
Select Record Lock Status to see who holds the lock on
the record you are viewing. You cannot free the lock from
this command, but you can see who is holding it.
To use this, you must be on a record. If you
are on a menu, such as the Main Menu, this
function does nothing.
Update Client Addresses
Select Update Client Addresses if you did not update
your addresses when you upgraded to version 11.
This utility will parse any data in Client Address 3.
Select 'City/State/ZIP' to parse the data out into the
City, State and ZIP Client address fields. This will
also enable you to automatically update your existing
reports to use the new Client address fields.
If you do not want to use City, State and ZIP, you
can select 'Address Line' to add the information from
Address 3 to the Client Address 2 field.
Update Phone Records
Select Update Phone Records to create a new
Phone record for each Debtor phone number in
your database. This utility will create a Phone
record for any Debtor phone number that does
not already have a Phone record.
If you select Update Phone Records when you
are on a Debtor form, Collect! will update the
Phone records for the currently displayed Debtor.
If you select Update Phone Records when you
have a list of tagged Debtors, Collect! will update
the Phone records for all the accounts in the
tagged list.
Please refer to Help topic, Update Phone Records
for details.
Convert Attachment File Field
Select Convert Attachment File Field to make your
attachments compatible with CV11's global path
configuration. If you select ATTACH ONLY, Collect!
only converts the files with "attach" in the path.
If you select ALL, Collect! will remove the complete
path information from all filenames entered in the File
field of your Attachments.
CANCEL - exits without converting.
ALL - removes all path information.
ATTACH ONLY - converts only files with "attach" in the path.
Example:
"attach\1000\1400\1400.3" converts to "1400.3"
The "attach\folders" paths are implied in CV11.
Manage Upgrade Contacts
Select Manage Upgrade Contacts to process any
discrepancy contacts that were created during an upgrade
procedure.
Please refer to Help topic, Manage Upgrade Contacts
for details.
Rebuild Archive Debtor Keys
Select Rebuild Archive Debtor Keys to build the keys
for the Archive database. These keys are not built by
default. If you wish to run searches on your archived
records, you must use this utility first to build the keys
Collect! uses for searching records.
Control Key Macro
Select Control Key Macro to open a form where you
can enable the Ctrl+F12 hot key to run a macro from
file. You can also specify a recorded and saved
macro to run when the hot key combination is pressed.
Create Vouchers
Vouchers provide a convenient way for your clients to
provide you with information for new debtors. Certain basic
information can be set to make it easy to keep consistent
records. Creating vouchers reserves space in your
database for your Client's future debtors.
You can use this feature as a marketing
tool. Offer a voucher booklet to your Clients
at a reduced commission rate. When they
are ready to send you a new debtor, they can
use a voucher. You can enter the account in
your database in the space you already set up
for the Client's new debtors.
Use Create Vouchers to set up the vouchers for your
Client. This form allows you to set options for numbering,
creating and recording your vouchers. Also, you can
select a Contact Plan to run when you Collect! enters
the voucher accounts into your database.
Save Screenshot
Select Save Screenshot to take a screen shot of the current
window opened in Collect!. This is useful when you want to
send details to Collect! Technical Services. You may also want
to use it for your own training or other purposes. The resulting
BMP file is stored in the CV11\bin folder.
See Also
- Tools Menu
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