System Menu
The System Menu contains choices for managing
settings that pertain to your whole system. These
settings are divided into several categories.
* Change Password
* Company Details
* Rights
* Layout and Languages
* Financial Settings
* Contact Management Settings
* Network and Environment
* Diagnostics
* Software License
* Send Database Via FTP
* Preferences
Press F1 for detailed information about each
of these options.
Change Password
Select this option to change the password you
use to sign into Collect!. The new password
with take effect the next time you sign into
the system. Please refer to the Help topic,
Change Your Password for more information.
Company Details
Select this option to open the Company Details
form where you can enter the following information.
The Company Details form stores:
* Your Company's Name and Address
* Your Company Representative
* Company phone and fax numbers
* Your tax registration number (if applicable)
* Current default tax rate
* Last Client code number used when creating new Clients.
* Company accounting defaults
*** IMPORTANT *** Company information is pulled into
reports and letters as you designate. Please make
sure you set up your Company Details so that
your reports and letters contain correct Company
information when you are ready to print.
Rights
Select this option to view the
Operators and Security Menu choices. The
Operators and Security menu enables you to
manage access and security rights for your
operators.
Areas set up from this menu include:
* All Operators
* Active Operators
* Disabled Operators
* User Levels
* Access Rights
* Password Settings
* Copy Operator Configuration
Layout And Languages
Select this option to view the
Layout and Languages Menu choices.
The Layout and Languages Menu enables you
to control many aspects of Collect!'s user
interface. These settings affect what the operator
sees when viewing forms and lists.
Areas set up from this menu include:
* Form Properties
* Field Properties
* Reset Tab Order
* Reset List Columns
* Read Form Properties From CSV File
* Write Form Properties To CSV File
* Commit Form Properties To Database
Financial Settings
Select this option to view the
Financial Settings Menu choices.
The Financial Settings Menu enables you to
control all the settings used when working your
accounts financially. These settings affect
posting payments and fees to accounts and
reporting to credit bureaus.
Areas set up from this menu include:
* Transaction Types
* Payment Posting Options
* Commission Rate Plans
* Payment Plan Settings
* Credit Bureau Settings
Contact Management Settings
Select this option to view the
Contact Management Settings Menu choices.
The Contact Management Settings Menu contains
settings for the functions in Collect! that enable
you and your operators to work accounts.
Areas set up from this menu include:
* Debtor Status Codes
* Contact Plans
* Work In Progress Settings
* Account Matching Settings
* Auto Dialer
Network And Environment
Select this option to view the
Network and Environment Menu choices.
The Network and Environment Menu enables
you to control many settings for managing your
system and network configurations, Web Host
operation, database management, archiving
and replication, viewing any logged
changes/deletions/creations to debtor or system
files by date range to see which user IDs have
enacted updates of interest on your system.
Areas set up from this menu include:
* Active Users
* Network Settings
* Change History Settings
* Security Certificates
* Trusted Hosts
* Read Configuration File
* Write Configuration File
* Set Operator Messages
Diagnostics
Select this option to view the Diagnostics Menu
choices. The Diagnostics Menu enables you to
view logs generated during normal system operation
and other system statistics. This information is
useful for troubleshooting and documenting procedures.
These logs may be accessed from this menu:
* Credit Bureau Log
* Application Log
* Db Currency
* Db Stack
* Db Statistics
* Window Stack
* What Is My Internet Address
* Memory Gauge
Software License
Select this option to open the License Information
form where you are able to review options you are
licensed for, or review the number of users your
license allows.
To enter a new license code, please sign out
and select the LICENSE button on the
Welcome to Collect! screen.
Send Database Via FTP
Select this option to open the
Send Database Via FTP form. This function
enables you to easily send required information
to Collect! Technical Services. You may select the
data to send and simply select the Send Database
button. Your data is automatically encrypted for
security and uploaded to Comtech's FTP site.
Preferences
Select this option to display the System Setup
menu. All system options and settings may be
accessed and controlled from this form.
It is very important that your system is set up
properly from the beginning. Please press F1 for
Help on the various aspects of this process
when you are viewing the System Setup
menu.
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