Working An Account Via Web Host
The Web Host is a utility used through the web browser to
access the database and work accounts. It has been designed
to resemble Collect!, but does not have the full functionality.
Some management functions, such as sending letters and
running contact plans, must be handled within Collect! itself,
although they may be scheduled through the Web Host.
Using Web Host, accounts may be worked in three ways:
These choices are presented at the top of each page
in Web Host. Going to an account through each one the lists
will take you to a different section of the account. Each of the
pages allows the operator to create and submit the same type
of record.
- Going through the WIP list, you reach the Worksheet page.
- Going through the Accounts list or a Search, you
reach the Details page.
- Going through the Financials ( Payments/ Invoices) list, you
reach the Finance page.
- Other pages include Contacts, Others, Attachments and
Edit.
Each of the pages may be accessed once the Account is
opened. However, the Worksheet page is visible only if
coming from your WIP List. Other pages include Contacts, Others,
and Attachments. If an account is part of a Group, the Group button
will appear on the account's pages.
Search takes you to the Details page because you are
searching for the actual account record, not your
working contact. This is similar to the functionality when
you work your WIP List in Collect!, or do a search for an account.
Edit takes you to the debtor's information so that you
may edit it. The Edit page is accessible to every operator
except the Client.
When the Worksheet page is accessed from the WIP list, the
operator can update, reply to or complete the current contact
and/or create and submit a new contact.
Submitting a Note is only done through the Worksheet or
Details page.
When you submit a record, it is processed immediately,
except for Letter contacts and contact plans. Letters must
be handled through Collect!'s Scheduled Batch Letters.
Contact plans must be invoked by using Collect!'s
Batch Processing - Process Automatic Contacts Previously Scheduled.
This is also the case when changing the operator ID on a debtor.
The submission creates an Operator Contact that must be invoked
by the batch process.
If a Client operator is working an account, the submission of
transactions is not implemented immediately. Instead, a contact
is created with the information and assigned to a specific operator
to be worked. This operator is set by default in
the 'ClientDebtorDrillDownFinances' report in the Web Host.
When creating, updating, or completing records through the
Web Host, list pages must be refreshed to view the new
changes, otherwise, the operator will be viewing a cached page.
A page can be refreshed by choosing the list name
link (e.g., Work In Progress) or by choosing the circular refresh
icon in the upper right of the page. There are also to arrow icons
in the upper right of the page as well. These are displayed
depending on which type of page is shown. The LEFT arrow is the
Previous Page button. The UP arrow is the Go Back to List button.
It is recommended to use the icons, navigation arrows
and links within the Web Host pages to move through the
areas of an account, rather than relying on your Browser's
navigation icons.
See Also
- Web Host Topics
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