Starting Right
We want to make sure that your experience with Collect! is positive and productive. Our Client Support team has many
resources available to you when starting out with the Collect! Software System. This "Starting Right" document serves as an
index for your success. May we suggest you bookmark this page!
Setup Checklist
This checklist leads you through software setup tasks one step at a time. Following this checklist will help you set up
Collect! so that it meets your specific business needs. Please refer to the page How to Setup Collect!
Online Documentation
Collect! has the best documentation in the credit and collections industry. We pride ourselves on continually evolving our
documentation online so that our users can learn about the latest Collect! capabilities. There are several areas of special
interest in our product documentation that will be of interest to a Collect! user:
The User's Guide
The Quick User's Guide is a convenient way to become familiar with all the basic functions and features available in the
Collect! Software System. Areas covered include installation, opening a database, entering new clients and debtors, client
payments, creating Contact Plans, working plans, and printing and reporting.
Help Index
This is the complete list of all the Help Pages for Collect!, arranged alphabetically. It is often the fastest way to find
specific information about the product. This is another resource that you are advised to bookmark for future reference. Most
of the help pages have multiple cross-references in the index to make finding pages as easy as possible.
"How To" Help Articles
These "How To" articles provide short step-by-step walk-throughs through common configuration and
workflow processes you will experience in Collect!. Take a look here if there is a specific issue you want to address, and use
the Search functionality on the upper right-hand corner of the screen to query with a particular term.
Keyboard Shortcut Tips
You are likely familiar with common shortcuts and hot-keys in the Windows computing environment, used to improve data-entry
productivity and accuracy by avoiding use of the mouse. As you become familiar with Collect!, you will want to discover the
productivity-enhancing shortcuts and hot-keys that we have built into the product. This
Keyboard Tips document lists all the combinations and shortcut keys that can be
used to increase operator productivity.
Collect! Online Ticket System
Our Member Services team records all incoming client requests into the online support ticket system, allowing our clients
to go online and view the status of in-progress tickets, review old tickets and response, and submit new tickets to our
Member Services team for review. Please be aware that Collect! clients with an active Membership plan will be treated with
top priority. Please see the online ticketing system for registration and to submit questions today.
Collect! Member Center
Available to our clients with active Membership packages, the online Collect! Member Center provides access to a wealth of
resources that enable Collect! to provide the best value for your company. The following benefits are available to Members
through the Member Center:
- Download Collect! software updates within your version
- Hours of Training Videos
- Submit and track Client Support Tickets
- Access to the comprehensive Report and Letter library
- Access to the Electronic Data Interchange (EDI) libraries and our Partner Integrations.
- Download sample data import maps
- And much more!
Standard Membership in Collect! also provides significant other benefits:
- Discounts on Seat Licenses & Optional Modules
- On call weekend and holiday emergency call back services (only available to members)
- Tier 1 Support ( https://www.collect.org/support-overview/)
- Reduced rates on Training, Consulting and Custom Services
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